GRGRX Mutual Fund

NAV$55.74

Returns Overview

1 Month
+2.33%
3 Months
+10.09%
6 Months
+13.84%
YTD
+12.98%
1 Year
+21.41%
3 Years (annualized)
+17.70%
5 Years (annualized)
+11.55%
10 Years (annualized)
+10.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+9.49%
vs Peers
+3.50%

GRGRX Mutual Fund Performance

GRGRX performance across multiple time periods: 1-month 2.33%, YTD 12.98%, 1-year 21.41%, 3-year 17.70%, 5-year 11.55%, 10-year 10.79%.

GRGRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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