GREZX Mutual Fund

GREZX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+2.44%
3 Months
+2.98%
6 Months
+9.86%
YTD
+13.24%
1 Year
+18.47%
3 Years (annualized)
+9.84%
5 Years (annualized)
+2.09%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GREZX 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
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📉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 EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+13.24%
Peer Avg (YTD)
+12.53%
vs Peers
+0.70%

GREZX Mutual Fund Performance

GREZX performance across multiple time periods: 1-month 2.44%, YTD 13.24%, 1-year 18.47%, 3-year 9.84%, 5-year 2.09%, 10-year 4.40%.

GREZX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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