TGREX Mutual Fund

NAV$13.69

Returns Overview

1 Month
+0.07%
3 Months
+3.32%
6 Months
+9.70%
YTD
+12.67%
1 Year
+9.41%
3 Years (annualized)
+8.11%
5 Years (annualized)
+1.33%
10 Years (annualized)
+5.66%

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Global REIT Index(^SREITGAP:SP)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+11.24%
vs Peers
+1.43%

TGREX Mutual Fund Performance

TGREX performance across multiple time periods: 1-month 0.07%, YTD 12.67%, 1-year 9.41%, 3-year 8.11%, 5-year 1.33%, 10-year 5.66%.

TGREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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