GFVSX Mutual Fund

NAV$14.10

Returns Overview

1 Month
-0.31%
3 Months
+0.44%
6 Months
+7.42%
YTD
+3.17%
1 Year
+4.23%
3 Years (annualized)
+12.71%
5 Years (annualized)
+14.36%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVSX 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)
+3.17%
Peer Avg (YTD)
+13.04%
vs Peers
-9.87%

GFVSX Mutual Fund Performance

GFVSX performance across multiple time periods: 1-month -0.31%, YTD 3.17%, 1-year 4.23%, 3-year 12.71%, 5-year 14.36%, 10-year 10.38%.

GFVSX returns trail the peer average of 13.04% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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