GRZZX Mutual Fund

GRZZX Mutual Fund

NAV$18.81
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Returns Overview

1 Month
+7.75%
3 Months
+5.12%
6 Months
-7.55%
YTD
-2.29%
1 Year
-1.95%
3 Years (annualized)
-7.73%
5 Years (annualized)
-3.58%
10 Years (annualized)
-0.88%

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
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📉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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+7.57%
vs Peers
-9.86%

GRZZX Mutual Fund Performance

GRZZX performance across multiple time periods: 1-month 7.75%, YTD -2.29%, 1-year -1.95%, 3-year -7.73%, 5-year -3.58%, 10-year -0.88%.

GRZZX returns trail the peer average of 7.57% YTD. With an expense ratio of 3.20%, investors should weigh costs against performance when evaluating this mutual fund.

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