GMVIX Mutual Fund

GMVIX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-4.60%
3 Months
+3.27%
6 Months
+11.89%
YTD
+16.77%
1 Year
+23.71%
3 Years (annualized)
+11.45%
5 Years (annualized)
+7.19%
10 Years (annualized)
+9.42%

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
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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)
+16.77%
Peer Avg (YTD)
+9.54%
vs Peers
+7.23%

GMVIX Mutual Fund Performance

GMVIX performance across multiple time periods: 1-month -4.60%, YTD 16.77%, 1-year 23.71%, 3-year 11.45%, 5-year 7.19%, 10-year 9.42%.

GMVIX returns outperform the peer average of 9.54% 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.