GRRTX Mutual Fund

GRRTX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
+1.64%
3 Months
+1.45%
6 Months
+5.09%
YTD
+7.01%
1 Year
+11.30%
3 Years (annualized)
+8.66%
5 Years (annualized)
+5.07%
10 Years (annualized)
+4.87%

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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+4.75%
vs Peers
+2.27%

GRRTX Mutual Fund Performance

GRRTX performance across multiple time periods: 1-month 1.64%, YTD 7.01%, 1-year 11.30%, 3-year 8.66%, 5-year 5.07%, 10-year 4.87%.

GRRTX returns outperform the peer average of 4.75% 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.