GRERX Mutual Fund

GRERX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
-5.80%
3 Months
-5.47%
6 Months
+4.10%
YTD
+6.48%
1 Year
+4.19%
3 Years (annualized)
+8.80%
5 Years (annualized)
+3.54%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRERX 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)
+6.48%
Peer Avg (YTD)
+4.73%
vs Peers
+1.75%

GRERX Mutual Fund Performance

GRERX performance across multiple time periods: 1-month -5.80%, YTD 6.48%, 1-year 4.19%, 3-year 8.80%, 5-year 3.54%, 10-year 8.74%.

GRERX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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