GLVYX Mutual Fund

GLVYX Mutual Fund

NAV$91.75
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Returns Overview

1 Month
-4.88%
3 Months
+4.25%
6 Months
+5.68%
YTD
+5.93%
1 Year
+11.44%
3 Years (annualized)
+14.26%
5 Years (annualized)
+3.33%
10 Years (annualized)
+11.84%

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
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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)
+5.93%
Peer Avg (YTD)
+6.23%
vs Peers
-0.30%

GLVYX Mutual Fund Performance

GLVYX performance across multiple time periods: 1-month -4.88%, YTD 5.93%, 1-year 11.44%, 3-year 14.26%, 5-year 3.33%, 10-year 11.84%.

GLVYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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