GMVAX Mutual Fund

GMVAX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
-4.66%
3 Months
+3.15%
6 Months
+11.69%
YTD
+16.55%
1 Year
+23.42%
3 Years (annualized)
+11.16%
5 Years (annualized)
+6.91%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.55%
Peer Avg (YTD)
+9.54%
vs Peers
+7.01%

GMVAX Mutual Fund Performance

GMVAX performance across multiple time periods: 1-month -4.66%, YTD 16.55%, 1-year 23.42%, 3-year 11.16%, 5-year 6.91%, 10-year 9.14%.

GMVAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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