GFVAX Mutual Fund

GFVAX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
-0.32%
3 Months
+0.38%
6 Months
+7.34%
YTD
+3.00%
1 Year
+10.37%
3 Years (annualized)
+14.62%
5 Years (annualized)
+15.38%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.00%
Peer Avg (YTD)
+13.04%
vs Peers
-10.04%

GFVAX Mutual Fund Performance

GFVAX performance across multiple time periods: 1-month -0.32%, YTD 3.00%, 1-year 10.37%, 3-year 14.62%, 5-year 15.38%, 10-year 10.65%.

GFVAX returns trail the peer average of 13.04% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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