GMBVX Mutual Fund

GMBVX Mutual Fund

NAV$24.85
See how much of GMBVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.89%
3 Months
+0.79%
6 Months
+2.99%
YTD
+10.24%
1 Year
+12.55%
3 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMBVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+15.31%
vs Peers
-5.07%

GMBVX Mutual Fund Performance

GMBVX performance across multiple time periods: 1-month -4.89%, YTD 10.24%, 1-year 12.55%, 3-year 7.70%.

GMBVX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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