GMVIX Mutual Fund

GMVIX Mutual Fund

NAV$18.86
See how much of GMVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.10%
3 Months
-0.10%
6 Months
+7.29%
YTD
+16.65%
1 Year
+20.44%
3 Years (annualized)
+12.95%
5 Years (annualized)
+6.54%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVIX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.65%
Peer Avg (YTD)
+9.89%
vs Peers
+6.76%

GMVIX Mutual Fund Performance

GMVIX performance across multiple time periods: 1-month -0.10%, YTD 16.65%, 1-year 20.44%, 3-year 12.95%, 5-year 6.54%, 10-year 9.29%.

GMVIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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