GFVRX Mutual Fund

GFVRX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
-0.32%
3 Months
+0.38%
6 Months
+7.25%
YTD
+2.86%
1 Year
+11.44%
3 Years (annualized)
+14.80%
5 Years (annualized)
+15.37%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVRX 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)
+2.86%
Peer Avg (YTD)
+13.04%
vs Peers
-10.18%

GFVRX Mutual Fund Performance

GFVRX performance across multiple time periods: 1-month -0.32%, YTD 2.86%, 1-year 11.44%, 3-year 14.80%, 5-year 15.37%, 10-year 10.52%.

GFVRX returns trail the peer average of 13.04% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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