GBVCX Mutual Fund

GBVCX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
+4.10%
3 Months
+8.92%
6 Months
+16.73%
YTD
+16.83%
1 Year
+26.87%
3 Years (annualized)
+19.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GBVCX 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
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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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+16.83%
Peer Avg (YTD)
+4.51%
vs Peers
+12.32%

GBVCX Mutual Fund Performance

GBVCX performance across multiple time periods: 1-month 4.10%, YTD 16.83%, 1-year 26.87%, 3-year 19.41%.

GBVCX returns outperform the peer average of 4.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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