GRSRX Mutual Fund

GRSRX Mutual Fund

NAV$55.19
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Returns Overview

1 Month
-5.50%
3 Months
-6.32%
6 Months
+0.71%
YTD
+1.94%
1 Year
+1.27%
3 Years (annualized)
+8.41%
5 Years (annualized)
+0.35%
10 Years (annualized)
+4.92%

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)
+1.94%
Peer Avg (YTD)
+4.73%
vs Peers
-2.79%

GRSRX Mutual Fund Performance

GRSRX performance across multiple time periods: 1-month -5.50%, YTD 1.94%, 1-year 1.27%, 3-year 8.41%, 5-year 0.35%, 10-year 4.92%.

GRSRX returns trail the peer average of 4.73% 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.