RRRRX Mutual Fund

RRRRX Mutual Fund

NAV$22.33
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Returns Overview

1 Month
-5.86%
3 Months
-7.09%
6 Months
+1.93%
YTD
+6.07%
1 Year
+4.15%
3 Years (annualized)
+9.17%
5 Years (annualized)
+1.42%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRRRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+4.73%
vs Peers
+1.34%

RRRRX Mutual Fund Performance

RRRRX performance across multiple time periods: 1-month -5.86%, YTD 6.07%, 1-year 4.15%, 3-year 9.17%, 5-year 1.42%, 10-year 5.91%.

RRRRX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

RRRRX vs another fund shows side-by-side returns. RRRRX alternatives are available in the Mutual Fund Screener.