GARVX Mutual Fund

NAV$9.71

Returns Overview

1 Month
-2.34%
3 Months
+0.95%
6 Months
-8.76%
YTD
+1.70%
1 Year
+1.96%
3 Years (annualized)
-4.55%
5 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GARVX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+2.56%
vs Peers
-0.86%

GARVX Mutual Fund Performance

GARVX performance across multiple time periods: 1-month -2.34%, YTD 1.70%, 1-year 1.96%, 3-year -4.55%, 5-year 5.94%.

GARVX returns trail the peer average of 2.56% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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