GREIX Mutual Fund

GREIX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-2.10%
3 Months
+1.89%
6 Months
+4.07%
YTD
+13.44%
1 Year
+11.22%
3 Years (annualized)
+9.42%
5 Years (annualized)
+4.01%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GREIX 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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+13.44%
Peer Avg (YTD)
+9.10%
vs Peers
+4.35%

GREIX Mutual Fund Performance

GREIX performance across multiple time periods: 1-month -2.10%, YTD 13.44%, 1-year 11.22%, 3-year 9.42%, 5-year 4.01%, 10-year 9.21%.

GREIX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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