GRSRX Mutual Fund

GRSRX Mutual Fund

NAV$58.61
See how much of GRSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.85%
3 Months
-6.17%
6 Months
-4.63%
YTD
+4.84%
1 Year
+5.82%
3 Years (annualized)
+11.71%
5 Years (annualized)
-0.09%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRSRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+4.84%
Peer Avg (YTD)
+7.23%
vs Peers
-2.38%

GRSRX Mutual Fund Performance

GRSRX performance across multiple time periods: 1-month 2.85%, YTD 4.84%, 1-year 5.82%, 3-year 11.71%, 5-year -0.09%, 10-year 5.25%.

GRSRX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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