GRGRX Mutual Fund

GRGRX Mutual Fund

NAV$55.06
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Returns Overview

1 Month
+4.09%
3 Months
+8.97%
6 Months
+14.57%
YTD
+17.60%
1 Year
+25.53%
3 Years (annualized)
+16.73%
5 Years (annualized)
+11.03%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRGRX 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 Value Index(RLV)
This Mutual Fund (YTD)
+17.60%
Peer Avg (YTD)
+11.41%
vs Peers
+6.19%

GRGRX Mutual Fund Performance

GRGRX performance across multiple time periods: 1-month 4.09%, YTD 17.60%, 1-year 25.53%, 3-year 16.73%, 5-year 11.03%, 10-year 10.55%.

GRGRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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