GRINX Mutual Fund

NAV$25.93

Returns Overview

1 Month
+0.64%
3 Months
+13.05%
6 Months
+10.27%
YTD
+9.64%
1 Year
+39.97%
3 Years (annualized)
+34.26%
5 Years (annualized)
+27.21%
10 Years (annualized)
+21.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRINX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+9.51%
vs Peers
+0.13%

GRINX Mutual Fund Performance

GRINX performance across multiple time periods: 1-month 0.64%, YTD 9.64%, 1-year 39.97%, 3-year 34.26%, 5-year 27.21%, 10-year 21.40%.

GRINX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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