GMVRX Mutual Fund

GMVRX Mutual Fund

NAV$18.21
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Returns Overview

1 Month
-4.64%
3 Months
+3.11%
6 Months
+11.58%
YTD
+16.39%
1 Year
+23.05%
3 Years (annualized)
+10.87%
5 Years (annualized)
+6.65%
10 Years (annualized)
+8.88%

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
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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)
+16.39%
Peer Avg (YTD)
+9.54%
vs Peers
+6.85%

GMVRX Mutual Fund Performance

GMVRX performance across multiple time periods: 1-month -4.64%, YTD 16.39%, 1-year 23.05%, 3-year 10.87%, 5-year 6.65%, 10-year 8.88%.

GMVRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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