GRLLX Mutual Fund

NAV$19.81

Returns Overview

1 Month
+1.81%
3 Months
+6.85%
6 Months
+20.26%
YTD
+12.83%
1 Year
+16.96%
3 Years (annualized)
+20.49%
5 Years (annualized)
+17.44%
10 Years (annualized)
+16.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRLLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+13.04%
vs Peers
-0.21%

GRLLX Mutual Fund Performance

GRLLX performance across multiple time periods: 1-month 1.81%, YTD 12.83%, 1-year 16.96%, 3-year 20.49%, 5-year 17.44%, 10-year 16.92%.

GRLLX returns trail the peer average of 13.04% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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