GGORX Mutual Fund

GGORX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+5.43%
3 Months
+20.77%
6 Months
+16.90%
YTD
+15.13%
1 Year
+13.87%
3 Years (annualized)
+22.13%
5 Years (annualized)
+15.89%
10 Years (annualized)
+28.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGORX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.13%
Peer Avg (YTD)
+10.82%
vs Peers
+4.32%

GGORX Mutual Fund Performance

GGORX performance across multiple time periods: 1-month 5.43%, YTD 15.13%, 1-year 13.87%, 3-year 22.13%, 5-year 15.89%, 10-year 28.53%.

GGORX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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