GRZZX Mutual Fund

NAV$18.38

Returns Overview

1 Month
-0.97%
3 Months
-12.05%
6 Months
-7.28%
YTD
-7.05%
1 Year
-7.88%
3 Years (annualized)
-6.52%
5 Years (annualized)
-3.58%
10 Years (annualized)
-14.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRZZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
-7.05%
Peer Avg (YTD)
+12.13%
vs Peers
-19.18%

GRZZX Mutual Fund Performance

GRZZX performance across multiple time periods: 1-month -0.97%, YTD -7.05%, 1-year -7.88%, 3-year -6.52%, 5-year -3.58%, 10-year -14.15%.

GRZZX returns trail the peer average of 12.13% YTD. With an expense ratio of 3.20%, investors should weigh costs against performance when evaluating this mutual fund.

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