GRSRX Mutual Fund

NAV$60.10

Returns Overview

1 Month
+0.49%
3 Months
+7.50%
6 Months
+8.90%
YTD
+8.82%
1 Year
+11.42%
3 Years (annualized)
+8.81%
5 Years (annualized)
+1.50%
10 Years (annualized)
+5.40%

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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA NAREIT Developed Real Estate Index (Net)(^ENGLNR)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+11.24%
vs Peers
-2.43%

GRSRX Mutual Fund Performance

GRSRX performance across multiple time periods: 1-month 0.49%, YTD 8.82%, 1-year 11.42%, 3-year 8.81%, 5-year 1.50%, 10-year 5.40%.

GRSRX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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