RRSRX Mutual Fund

NAV$33.77

Returns Overview

1 Month
+1.35%
3 Months
+4.16%
6 Months
+8.90%
YTD
+11.78%
1 Year
+11.86%
3 Years (annualized)
+9.05%
5 Years (annualized)
+1.30%
10 Years (annualized)
+3.58%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index(^ENGLRE)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+11.24%
vs Peers
+0.54%

RRSRX Mutual Fund Performance

RRSRX performance across multiple time periods: 1-month 1.35%, YTD 11.78%, 1-year 11.86%, 3-year 9.05%, 5-year 1.30%, 10-year 3.58%.

RRSRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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