GROYX Mutual Fund

GROYX Mutual Fund

NAV$67.33
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Returns Overview

1 Month
+1.78%
3 Months
-1.89%
6 Months
+12.57%
YTD
+18.36%
1 Year
+24.24%
3 Years (annualized)
+23.51%
5 Years (annualized)
+6.70%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GROYX 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)
+18.36%
Peer Avg (YTD)
+9.89%
vs Peers
+8.47%

GROYX Mutual Fund Performance

GROYX performance across multiple time periods: 1-month 1.78%, YTD 18.36%, 1-year 24.24%, 3-year 23.51%, 5-year 6.70%, 10-year 13.51%.

GROYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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