GLVAX Mutual Fund

GLVAX Mutual Fund

NAV$87.24
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Returns Overview

1 Month
-4.90%
3 Months
+4.18%
6 Months
+5.54%
YTD
+5.77%
1 Year
+11.15%
3 Years (annualized)
+13.98%
5 Years (annualized)
+3.87%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLVAX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+6.23%
vs Peers
-0.46%

GLVAX Mutual Fund Performance

GLVAX performance across multiple time periods: 1-month -4.90%, YTD 5.77%, 1-year 11.15%, 3-year 13.98%, 5-year 3.87%, 10-year 12.50%.

GLVAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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