GSVPX Mutual Fund

GSVPX Mutual Fund

NAV$19.82
See how much of GSVPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.62%
3 Months
+3.24%
6 Months
+11.87%
YTD
+16.79%
1 Year
+23.84%
3 Years (annualized)
+11.47%
5 Years (annualized)
+7.25%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+9.54%
vs Peers
+7.25%

GSVPX Mutual Fund Performance

GSVPX performance across multiple time periods: 1-month -4.62%, YTD 16.79%, 1-year 23.84%, 3-year 11.47%, 5-year 7.25%, 10-year 9.55%.

GSVPX returns outperform the peer average of 9.54% 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.