GMVRX Mutual Fund

NAV$19.44

Returns Overview

1 Month
+4.76%
3 Months
+18.69%
6 Months
+22.06%
YTD
+20.13%
1 Year
+29.85%
3 Years (annualized)
+14.23%
5 Years (annualized)
+8.65%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+20.13%
Peer Avg (YTD)
+10.82%
vs Peers
+9.32%

GMVRX Mutual Fund Performance

GMVRX performance across multiple time periods: 1-month 4.76%, YTD 20.13%, 1-year 29.85%, 3-year 14.23%, 5-year 8.65%, 10-year 10.38%.

GMVRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

GMVRX performance comparison shows side-by-side returns with another fund. GMVRX alternatives are available in the Mutual Fund Screener.