GRISX Mutual Fund

GRISX Mutual Fund

NAV$35.09
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Returns Overview

1 Month
-0.37%
3 Months
+2.20%
6 Months
+17.61%
YTD
+12.21%
1 Year
+15.29%
3 Years (annualized)
+20.49%
5 Years (annualized)
+12.28%
10 Years (annualized)
+14.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GRISX 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)
+12.21%
Peer Avg (YTD)
+16.41%
vs Peers
-4.20%

GRISX Mutual Fund Performance

GRISX performance across multiple time periods: 1-month -0.37%, YTD 12.21%, 1-year 15.29%, 3-year 20.49%, 5-year 12.28%, 10-year 14.88%.

GRISX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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