GRGRX Mutual Fund

GRGRX Mutual Fund

NAV$57.13
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Returns Overview

1 Month
+4.47%
3 Months
+3.42%
6 Months
+12.70%
YTD
+21.63%
1 Year
+25.86%
3 Years (annualized)
+21.03%
5 Years (annualized)
+11.19%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRGRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.63%
Peer Avg (YTD)
+20.32%
vs Peers
+1.30%

GRGRX Mutual Fund Performance

GRGRX performance across multiple time periods: 1-month 4.47%, YTD 21.63%, 1-year 25.86%, 3-year 21.03%, 5-year 11.19%, 10-year 10.99%.

GRGRX returns outperform the peer average of 20.32% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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