GSVPX Mutual Fund

GSVPX Mutual Fund

NAV$19.34
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Returns Overview

1 Month
-0.05%
3 Months
-0.05%
6 Months
+7.36%
YTD
+16.73%
1 Year
+20.57%
3 Years (annualized)
+13.08%
5 Years (annualized)
+6.66%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSVPX 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)
+16.73%
Peer Avg (YTD)
+9.89%
vs Peers
+6.84%

GSVPX Mutual Fund Performance

GSVPX performance across multiple time periods: 1-month -0.05%, YTD 16.73%, 1-year 20.57%, 3-year 13.08%, 5-year 6.66%, 10-year 9.55%.

GSVPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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