GRMRX Mutual Fund

GRMRX Mutual Fund

NAV$33.44
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Returns Overview

1 Month
-0.95%
3 Months
+1.24%
6 Months
+5.24%
YTD
+10.69%
1 Year
+11.09%
3 Years (annualized)
+22.23%
5 Years (annualized)
+11.00%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+12.28%
vs Peers
-1.59%

GRMRX Mutual Fund Performance

GRMRX performance across multiple time periods: 1-month -0.95%, YTD 10.69%, 1-year 11.09%, 3-year 22.23%, 5-year 11.00%, 10-year 14.41%.

GRMRX returns trail the peer average of 12.28% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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