GRESX Mutual Fund

NAV$9.29

Returns Overview

1 Month
+1.47%
3 Months
+10.13%
6 Months
+12.93%
YTD
+12.80%
1 Year
+11.67%
3 Years (annualized)
+8.65%
5 Years (annualized)
+4.97%
10 Years (annualized)
+6.06%

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
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)
+12.80%
Peer Avg (YTD)
+11.24%
vs Peers
+1.55%

GRESX Mutual Fund Performance

GRESX performance across multiple time periods: 1-month 1.47%, YTD 12.80%, 1-year 11.67%, 3-year 8.65%, 5-year 4.97%, 10-year 6.06%.

GRESX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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