GABVX Mutual Fund

NAV$12.87

Returns Overview

1 Month
+2.12%
3 Months
+7.05%
6 Months
+9.70%
YTD
+8.95%
1 Year
+25.55%
3 Years (annualized)
+17.84%
5 Years (annualized)
+7.52%
10 Years (annualized)
+8.46%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+8.95%
Peer Avg (YTD)
+10.82%
vs Peers
-1.87%

GABVX Mutual Fund Performance

GABVX performance across multiple time periods: 1-month 2.12%, YTD 8.95%, 1-year 25.55%, 3-year 17.84%, 5-year 7.52%, 10-year 8.46%.

GABVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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