GRASX Mutual Fund

NAV$11.58

Returns Overview

1 Month
+2.12%
3 Months
+11.24%
6 Months
+11.24%
YTD
+11.24%
1 Year
+12.99%
3 Years (annualized)
+11.54%
5 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRASX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+5.87%
vs Peers
+5.37%

GRASX Mutual Fund Performance

GRASX performance across multiple time periods: 1-month 2.12%, YTD 11.24%, 1-year 12.99%, 3-year 11.54%, 5-year 4.51%.

GRASX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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