GRERX Mutual Fund

NAV$8.83

Returns Overview

1 Month
+1.40%
3 Months
+10.13%
6 Months
+12.79%
YTD
+12.64%
1 Year
+11.49%
3 Years (annualized)
+8.52%
5 Years (annualized)
+4.88%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRERX 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

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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)
+12.64%
Peer Avg (YTD)
+11.24%
vs Peers
+1.40%

GRERX Mutual Fund Performance

GRERX performance across multiple time periods: 1-month 1.40%, YTD 12.64%, 1-year 11.49%, 3-year 8.52%, 5-year 4.88%, 10-year 8.81%.

GRERX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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