GABVX Mutual Fund

GABVX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
+4.06%
3 Months
+6.16%
6 Months
+4.81%
YTD
+13.31%
1 Year
+23.69%
3 Years (annualized)
+19.72%
5 Years (annualized)
+8.22%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GABVX 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
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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)
+13.31%
Peer Avg (YTD)
+9.89%
vs Peers
+3.42%

GABVX Mutual Fund Performance

GABVX performance across multiple time periods: 1-month 4.06%, YTD 13.31%, 1-year 23.69%, 3-year 19.72%, 5-year 8.22%, 10-year 8.67%.

GABVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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