GRHIX Mutual Fund

GRHIX Mutual Fund

NAV$22.57
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Returns Overview

1 Month
-13.31%
3 Months
-16.37%
6 Months
+1.48%
YTD
-0.75%
1 Year
+33.66%
3 Years (annualized)
+22.25%
5 Years (annualized)
+18.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRHIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+14.02%
vs Peers
-14.77%

GRHIX Mutual Fund Performance

GRHIX performance across multiple time periods: 1-month -13.31%, YTD -0.75%, 1-year 33.66%, 3-year 22.25%, 5-year 18.19%.

GRHIX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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