GRRTX Mutual Fund

GRRTX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
-0.48%
3 Months
+1.87%
6 Months
+4.23%
YTD
+5.28%
1 Year
+11.00%
3 Years (annualized)
+7.70%
5 Years (annualized)
+4.91%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRRTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+2.39%
vs Peers
+2.90%

GRRTX Mutual Fund Performance

GRRTX performance across multiple time periods: 1-month -0.48%, YTD 5.28%, 1-year 11.00%, 3-year 7.70%, 5-year 4.91%, 10-year 4.73%.

GRRTX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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