GHVIX Mutual Fund

GHVIX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
+0.82%
3 Months
-0.52%
6 Months
-0.02%
YTD
+1.14%
1 Year
+2.46%
3 Years (annualized)
+9.06%
5 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GHVIX 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
MarkitiBoxx USD Liquid High Yield Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+1.93%
vs Peers
-0.79%

GHVIX Mutual Fund Performance

GHVIX performance across multiple time periods: 1-month 0.82%, YTD 1.14%, 1-year 2.46%, 3-year 9.06%, 5-year 4.61%.

GHVIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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