GRSPX Mutual Fund

NAV$29.51

Returns Overview

1 Month
+2.27%
3 Months
+16.01%
6 Months
+23.55%
YTD
+22.30%
1 Year
+26.65%
3 Years (annualized)
+16.86%
5 Years (annualized)
+10.75%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRSPX 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
Russell Mid Cap Equal Weight Index(^RMEMC)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+6.73%
vs Peers
+15.57%

GRSPX Mutual Fund Performance

GRSPX performance across multiple time periods: 1-month 2.27%, YTD 22.30%, 1-year 26.65%, 3-year 16.86%, 5-year 10.75%, 10-year 9.84%.

GRSPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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