GLVYX Mutual Fund

NAV$91.52

Returns Overview

1 Month
+1.48%
3 Months
+23.79%
6 Months
+11.70%
YTD
+11.37%
1 Year
+16.61%
3 Years (annualized)
+18.16%
5 Years (annualized)
+4.40%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLVYX 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)
+11.37%
Peer Avg (YTD)
+8.97%
vs Peers
+2.39%

GLVYX Mutual Fund Performance

GLVYX performance across multiple time periods: 1-month 1.48%, YTD 11.37%, 1-year 16.61%, 3-year 18.16%, 5-year 4.40%, 10-year 13.15%.

GLVYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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