GREZX Mutual Fund

GREZX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-5.62%
3 Months
-6.54%
6 Months
+1.69%
YTD
+3.30%
1 Year
+3.01%
3 Years (annualized)
+9.69%
5 Years (annualized)
+1.02%
10 Years (annualized)
+3.43%

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)
+3.30%
Peer Avg (YTD)
+4.73%
vs Peers
-1.43%

GREZX Mutual Fund Performance

GREZX performance across multiple time periods: 1-month -5.62%, YTD 3.30%, 1-year 3.01%, 3-year 9.69%, 5-year 1.02%, 10-year 3.43%.

GREZX returns trail the peer average of 4.73% 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.