GROYX Mutual Fund

NAV$68.29

Returns Overview

1 Month
+4.68%
3 Months
+27.93%
6 Months
+26.28%
YTD
+24.91%
1 Year
+34.23%
3 Years (annualized)
+29.17%
5 Years (annualized)
+12.46%
10 Years (annualized)
+20.25%

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

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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)
+24.91%
Peer Avg (YTD)
+10.82%
vs Peers
+14.10%

GROYX Mutual Fund Performance

GROYX performance across multiple time periods: 1-month 4.68%, YTD 24.91%, 1-year 34.23%, 3-year 29.17%, 5-year 12.46%, 10-year 20.25%.

GROYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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