GFVIX Mutual Fund

NAV$14.03

Returns Overview

1 Month
-0.31%
3 Months
+0.38%
6 Months
+7.38%
YTD
+3.12%
1 Year
+10.32%
3 Years (annualized)
+14.81%
5 Years (annualized)
+15.60%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+13.04%
vs Peers
-9.92%

GFVIX Mutual Fund Performance

GFVIX performance across multiple time periods: 1-month -0.31%, YTD 3.12%, 1-year 10.32%, 3-year 14.81%, 5-year 15.60%, 10-year 10.91%.

GFVIX returns trail the peer average of 13.04% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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