Altegris/AACA Opportunistic Real Estate Fund (RAAIX) Alternatives
Altegris/AACA Opportunistic Real Estate Fund (RAAIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RAAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RAAIX
RAAIX charges 1.92% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among RAAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | RAAIX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | RAAIX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | RAAIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | RAAIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | RAAIX vs VGRNX |
Best Risk-Adjusted Alternatives to RAAIX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | RAAIX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | RAAIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | RAAIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | RAAIX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | RAAIX vs FRIFX |
Top Performing RAAIX Alternatives (YTD)
RAAIX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | RAAIX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | RAAIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | RAAIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | RAAIX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | RAAIX vs IVRSX |
Lowest Volatility Alternatives to RAAIX
RAAIX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | RAAIX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | RAAIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | RAAIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | RAAIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | RAAIX vs FRIRX |
Lowest Drawdown Alternatives to RAAIX
RAAIX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | RAAIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | RAAIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | RAAIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | RAAIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | RAAIX vs FRINX |
Other Mutual Funds from Altegris
Most popular Altegris mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Altegris Futures Evolution Strategy Fund | Systematic Trend | 64 | 5.30% | Oct 30, 2011 | RAAIX vs EVOIX |
Compare RAAIX with Any Fund or Stock
Compare RAAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.