GLVCX Mutual Fund

NAV$73.30

Returns Overview

1 Month
+1.40%
3 Months
+23.49%
6 Months
+11.15%
YTD
+10.82%
1 Year
+15.44%
3 Years (annualized)
+17.64%
5 Years (annualized)
+4.61%
10 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLVCX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+10.82%
Peer Avg (YTD)
+8.97%
vs Peers
+1.84%

GLVCX Mutual Fund Performance

GLVCX performance across multiple time periods: 1-month 1.40%, YTD 10.82%, 1-year 15.44%, 3-year 17.64%, 5-year 4.61%, 10-year 15.03%.

GLVCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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