GRHAX Mutual Fund

NAV$20.60

Returns Overview

1 Month
-13.30%
3 Months
-16.40%
6 Months
+1.40%
YTD
-0.86%
1 Year
+33.33%
3 Years (annualized)
+21.89%
5 Years (annualized)
+18.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRHAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+14.02%
vs Peers
-14.88%

GRHAX Mutual Fund Performance

GRHAX performance across multiple time periods: 1-month -13.30%, YTD -0.86%, 1-year 33.33%, 3-year 21.89%, 5-year 18.16%.

GRHAX returns trail the peer average of 14.02% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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