GRMAX Mutual Fund

GRMAX Mutual Fund

NAV$34.16
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Returns Overview

1 Month
+2.67%
3 Months
+1.53%
6 Months
+12.06%
YTD
+12.50%
1 Year
+19.72%
3 Years (annualized)
+20.29%
5 Years (annualized)
+12.11%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRMAX 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)
+12.50%
Peer Avg (YTD)
+14.35%
vs Peers
-1.85%

GRMAX Mutual Fund Performance

GRMAX performance across multiple time periods: 1-month 2.67%, YTD 12.50%, 1-year 19.72%, 3-year 20.29%, 5-year 12.11%, 10-year 14.70%.

GRMAX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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