GRESX Mutual Fund

GRESX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+2.52%
3 Months
+3.46%
6 Months
+13.70%
YTD
+15.64%
1 Year
+16.03%
3 Years (annualized)
+8.65%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRESX 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)
+15.64%
Peer Avg (YTD)
+12.53%
vs Peers
+3.11%

GRESX Mutual Fund Performance

GRESX performance across multiple time periods: 1-month 2.52%, YTD 15.64%, 1-year 16.03%, 3-year 8.65%, 5-year 2.76%, 10-year 4.17%.

GRESX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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