GRSIX Mutual Fund

NAV$6.89

Returns Overview

1 Month
-3.97%
3 Months
-1.72%
6 Months
+9.19%
YTD
+8.55%
1 Year
+22.59%
3 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRSIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+8.41%
vs Peers
+0.14%

GRSIX Mutual Fund Performance

GRSIX performance across multiple time periods: 1-month -3.97%, YTD 8.55%, 1-year 22.59%, 3-year 12.52%.

GRSIX returns outperform the peer average of 8.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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