GRESX Mutual Fund

GRESX Mutual Fund

NAV$8.73
See how much of GRESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.75%
3 Months
-5.44%
6 Months
+4.13%
YTD
+6.66%
1 Year
+4.35%
3 Years (annualized)
+8.92%
5 Years (annualized)
+1.87%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRESX 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 NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+4.73%
vs Peers
+1.92%

GRESX Mutual Fund Performance

GRESX performance across multiple time periods: 1-month -5.75%, YTD 6.66%, 1-year 4.35%, 3-year 8.92%, 5-year 1.87%, 10-year 4.05%.

GRESX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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