GLVIX Mutual Fund

GLVIX Mutual Fund

NAV$94.24
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Returns Overview

1 Month
-4.87%
3 Months
+4.27%
6 Months
+5.74%
YTD
+5.99%
1 Year
+11.56%
3 Years (annualized)
+14.92%
5 Years (annualized)
+3.45%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLVIX 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)
+5.99%
Peer Avg (YTD)
+6.23%
vs Peers
-0.25%

GLVIX Mutual Fund Performance

GLVIX performance across multiple time periods: 1-month -4.87%, YTD 5.99%, 1-year 11.56%, 3-year 14.92%, 5-year 3.45%, 10-year 12.02%.

GLVIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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