RRSRX Mutual Fund

RRSRX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
-5.93%
3 Months
-7.01%
6 Months
+0.20%
YTD
+1.66%
1 Year
+1.05%
3 Years (annualized)
+8.57%
5 Years (annualized)
+0.03%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RRSRX 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 EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+4.73%
vs Peers
-3.08%

RRSRX Mutual Fund Performance

RRSRX performance across multiple time periods: 1-month -5.93%, YTD 1.66%, 1-year 1.05%, 3-year 8.57%, 5-year 0.03%, 10-year 3.34%.

RRSRX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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