GRMSX Mutual Fund

NAV$33.92

Returns Overview

1 Month
-1.01%
3 Months
+15.06%
6 Months
+9.91%
YTD
+9.69%
1 Year
+21.69%
3 Years (annualized)
+19.87%
5 Years (annualized)
+12.71%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRMSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+16.06%
vs Peers
-6.37%

GRMSX Mutual Fund Performance

GRMSX performance across multiple time periods: 1-month -1.01%, YTD 9.69%, 1-year 21.69%, 3-year 19.87%, 5-year 12.71%, 10-year 13.24%.

GRMSX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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