GRGTX Mutual Fund

GRGTX Mutual Fund

NAV$57.17
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Returns Overview

1 Month
+4.53%
3 Months
+3.55%
6 Months
+12.99%
YTD
+22.12%
1 Year
+26.50%
3 Years (annualized)
+21.64%
5 Years (annualized)
+11.74%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRGTX 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)
+22.12%
Peer Avg (YTD)
+12.44%
vs Peers
+9.68%

GRGTX Mutual Fund Performance

GRGTX performance across multiple time periods: 1-month 4.53%, YTD 22.12%, 1-year 26.50%, 3-year 21.64%, 5-year 11.74%, 10-year 11.52%.

GRGTX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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