GJRTX Mutual Fund

GJRTX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
-0.35%
3 Months
+2.07%
6 Months
+4.51%
YTD
+5.67%
1 Year
+11.12%
3 Years (annualized)
+8.18%
5 Years (annualized)
+5.50%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GJRTX 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
PROUpgrade to run
🏦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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+2.39%
vs Peers
+3.29%

GJRTX Mutual Fund Performance

GJRTX performance across multiple time periods: 1-month -0.35%, YTD 5.67%, 1-year 11.12%, 3-year 8.18%, 5-year 5.50%, 10-year 5.35%.

GJRTX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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