GRSRX Mutual Fund

GRSRX Mutual Fund

NAV$58.23
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Returns Overview

1 Month
+2.68%
3 Months
+1.64%
6 Months
+8.64%
YTD
+11.74%
1 Year
+16.13%
3 Years (annualized)
+8.59%
5 Years (annualized)
+1.37%
10 Years (annualized)
+4.38%

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
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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 Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+12.53%
vs Peers
-0.79%

GRSRX Mutual Fund Performance

GRSRX performance across multiple time periods: 1-month 2.68%, YTD 11.74%, 1-year 16.13%, 3-year 8.59%, 5-year 1.37%, 10-year 4.38%.

GRSRX returns trail the peer average of 12.53% 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.