GROYX Mutual Fund

GROYX Mutual Fund

NAV$69.05
See how much of GROYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.91%
3 Months
+4.64%
6 Months
+12.31%
YTD
+16.29%
1 Year
+21.61%
3 Years (annualized)
+21.32%
5 Years (annualized)
+6.57%
10 Years (annualized)
+13.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.29%
Peer Avg (YTD)
+9.54%
vs Peers
+6.75%

GROYX Mutual Fund Performance

GROYX performance across multiple time periods: 1-month -7.91%, YTD 16.29%, 1-year 21.61%, 3-year 21.32%, 5-year 6.57%, 10-year 13.24%.

GROYX returns outperform the peer average of 9.54% 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.