GREZX Mutual Fund

GREZX Mutual Fund

NAV$10.42
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Returns Overview

1 Month
+1.50%
3 Months
+8.81%
6 Months
+10.65%
YTD
+10.54%
1 Year
+13.29%
3 Years (annualized)
+10.15%
5 Years (annualized)
+2.38%
10 Years (annualized)
+4.26%

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)
+10.54%
Peer Avg (YTD)
+11.24%
vs Peers
-0.71%

GREZX Mutual Fund Performance

GREZX performance across multiple time periods: 1-month 1.50%, YTD 10.54%, 1-year 13.29%, 3-year 10.15%, 5-year 2.38%, 10-year 4.26%.

GREZX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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