GFVCX Mutual Fund

GFVCX Mutual Fund

NAV$13.70
See how much of GFVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
+0.39%
6 Months
+7.25%
YTD
+2.64%
1 Year
+3.52%
3 Years (annualized)
+11.71%
5 Years (annualized)
+14.80%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+13.04%
vs Peers
-10.40%

GFVCX Mutual Fund Performance

GFVCX performance across multiple time periods: 1-month -0.32%, YTD 2.64%, 1-year 3.52%, 3-year 11.71%, 5-year 14.80%, 10-year 9.97%.

GFVCX returns trail the peer average of 13.04% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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