TGREX Mutual Fund

TGREX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
-6.24%
3 Months
-6.73%
6 Months
+2.17%
YTD
+3.60%
1 Year
+2.67%
3 Years (annualized)
+9.82%
5 Years (annualized)
+0.68%
10 Years (annualized)
+5.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGREX 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
S&P Global REIT Index(^SREITGAP:SP)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+4.73%
vs Peers
-1.14%

TGREX Mutual Fund Performance

TGREX performance across multiple time periods: 1-month -6.24%, YTD 3.60%, 1-year 2.67%, 3-year 9.82%, 5-year 0.68%, 10-year 5.87%.

TGREX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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