GGRUX Mutual Fund

GGRUX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
+3.82%
3 Months
+10.20%
6 Months
+32.58%
YTD
+20.89%
1 Year
+31.87%
3 Years (annualized)
+34.72%
5 Years (annualized)
+21.57%
10 Years (annualized)
+18.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGRUX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+20.89%
Peer Avg (YTD)
+17.27%
vs Peers
+3.62%

GGRUX Mutual Fund Performance

GGRUX performance across multiple time periods: 1-month 3.82%, YTD 20.89%, 1-year 31.87%, 3-year 34.72%, 5-year 21.57%, 10-year 18.98%.

GGRUX returns outperform the peer average of 17.27% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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