GRMRX Mutual Fund

NAV$34.08

Returns Overview

1 Month
-1.04%
3 Months
+14.96%
6 Months
+9.72%
YTD
+9.50%
1 Year
+21.26%
3 Years (annualized)
+19.46%
5 Years (annualized)
+12.33%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRMRX 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)
+9.50%
Peer Avg (YTD)
+16.06%
vs Peers
-6.56%

GRMRX Mutual Fund Performance

GRMRX performance across multiple time periods: 1-month -1.04%, YTD 9.50%, 1-year 21.26%, 3-year 19.46%, 5-year 12.33%, 10-year 14.47%.

GRMRX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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