GMVCX Mutual Fund

GMVCX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
-4.73%
3 Months
+2.99%
6 Months
+11.29%
YTD
+16.04%
1 Year
+22.46%
3 Years (annualized)
+10.31%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVCX 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)
+16.04%
Peer Avg (YTD)
+9.54%
vs Peers
+6.50%

GMVCX Mutual Fund Performance

GMVCX performance across multiple time periods: 1-month -4.73%, YTD 16.04%, 1-year 22.46%, 3-year 10.31%, 5-year 6.10%, 10-year 8.33%.

GMVCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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