GMVPX Mutual Fund

GMVPX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.51%
3 Months
+1.36%
6 Months
+0.72%
YTD
+0.84%
1 Year
+4.93%
3 Years (annualized)
+5.21%
5 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+3.23%
vs Peers
-2.39%

GMVPX Mutual Fund Performance

GMVPX performance across multiple time periods: 1-month 0.51%, YTD 0.84%, 1-year 4.93%, 3-year 5.21%, 5-year 0.28%.

GMVPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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