GFVUX Mutual Fund

GFVUX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
-0.25%
3 Months
+0.44%
6 Months
+7.44%
YTD
+3.25%
1 Year
+10.38%
3 Years (annualized)
+14.88%
5 Years (annualized)
+15.69%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GFVUX 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)
+3.25%
Peer Avg (YTD)
+13.04%
vs Peers
-9.79%

GFVUX Mutual Fund Performance

GFVUX performance across multiple time periods: 1-month -0.25%, YTD 3.25%, 1-year 10.38%, 3-year 14.88%, 5-year 15.69%, 10-year 11.01%.

GFVUX returns trail the peer average of 13.04% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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