GRETX Mutual Fund

GRETX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
+3.92%
3 Months
-4.03%
6 Months
-0.67%
YTD
+10.99%
1 Year
+11.15%
3 Years (annualized)
+12.80%
5 Years (annualized)
+1.49%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRETX 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
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📉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)
+10.99%
Peer Avg (YTD)
+13.65%
vs Peers
-2.66%

GRETX Mutual Fund Performance

GRETX performance across multiple time periods: 1-month 3.92%, YTD 10.99%, 1-year 11.15%, 3-year 12.80%, 5-year 1.49%, 10-year 4.84%.

GRETX returns trail the peer average of 13.65% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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