GRESX Mutual Fund

GRESX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
-2.14%
3 Months
+1.80%
6 Months
+3.89%
YTD
+13.17%
1 Year
+10.77%
3 Years (annualized)
+8.92%
5 Years (annualized)
+1.87%
10 Years (annualized)
+4.05%

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)
+13.17%
Peer Avg (YTD)
+9.10%
vs Peers
+4.07%

GRESX Mutual Fund Performance

GRESX performance across multiple time periods: 1-month -2.14%, YTD 13.17%, 1-year 10.77%, 3-year 8.92%, 5-year 1.87%, 10-year 4.05%.

GRESX returns outperform the peer average of 9.10% 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.