GRMRX Mutual Fund

GRMRX Mutual Fund

NAV$34.52
See how much of GRMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+2.05%
6 Months
+17.32%
YTD
+11.75%
1 Year
+14.70%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.72%
10 Years (annualized)
+14.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+16.41%
vs Peers
-4.66%

GRMRX Mutual Fund Performance

GRMRX performance across multiple time periods: 1-month -0.44%, YTD 11.75%, 1-year 14.70%, 3-year 19.90%, 5-year 11.72%, 10-year 14.35%.

GRMRX returns trail the peer average of 16.41% 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.