GREAX Mutual Fund

NAV$9.13

Returns Overview

1 Month
+3.02%
3 Months
+2.02%
6 Months
+9.20%
YTD
+11.16%
1 Year
+9.86%
3 Years (annualized)
+10.17%
5 Years (annualized)
+5.47%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GREAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+11.16%
Peer Avg (YTD)
+8.90%
vs Peers
+2.25%

GREAX Mutual Fund Performance

GREAX performance across multiple time periods: 1-month 3.02%, YTD 11.16%, 1-year 9.86%, 3-year 10.17%, 5-year 5.47%, 10-year 9.44%.

GREAX returns outperform the peer average of 8.90% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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