GRGTX Mutual Fund

NAV$56.00

Returns Overview

1 Month
+2.38%
3 Months
+10.22%
6 Months
+14.10%
YTD
+13.25%
1 Year
+22.00%
3 Years (annualized)
+18.22%
5 Years (annualized)
+12.07%
10 Years (annualized)
+11.33%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+9.49%
vs Peers
+3.76%

GRGTX Mutual Fund Performance

GRGTX performance across multiple time periods: 1-month 2.38%, YTD 13.25%, 1-year 22.00%, 3-year 18.22%, 5-year 12.07%, 10-year 11.33%.

GRGTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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