GREAX Mutual Fund

GREAX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
-5.78%
3 Months
-5.46%
6 Months
+4.20%
YTD
+6.69%
1 Year
+4.44%
3 Years (annualized)
+9.06%
5 Years (annualized)
+3.76%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GREAX 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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+4.73%
vs Peers
+1.95%

GREAX Mutual Fund Performance

GREAX performance across multiple time periods: 1-month -5.78%, YTD 6.69%, 1-year 4.44%, 3-year 9.06%, 5-year 3.76%, 10-year 8.96%.

GREAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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