GRGVX Mutual Fund

GRGVX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-7.35%
3 Months
-6.97%
6 Months
-5.05%
YTD
-6.81%
1 Year
+4.09%
3 Years (annualized)
+6.19%
5 Years (annualized)
+14.97%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRGVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.81%
Peer Avg (YTD)
-2.60%
vs Peers
-4.21%

GRGVX Mutual Fund Performance

GRGVX performance across multiple time periods: 1-month -7.35%, YTD -6.81%, 1-year 4.09%, 3-year 6.19%, 5-year 14.97%, 10-year 9.77%.

GRGVX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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