RERAX Mutual Fund

NAV$57.43

Returns Overview

1 Month
-1.73%
3 Months
-2.50%
6 Months
-2.94%
YTD
+0.88%
1 Year
+22.37%
3 Years (annualized)
+13.17%
5 Years (annualized)
+3.52%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RERAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+8.97%
vs Peers
-8.09%

RERAX Mutual Fund Performance

RERAX performance across multiple time periods: 1-month -1.73%, YTD 0.88%, 1-year 22.37%, 3-year 13.17%, 5-year 3.52%, 10-year 8.27%.

RERAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

RERAX performance comparison shows side-by-side returns with another fund. RERAX alternatives are available in the Mutual Fund Screener.