GSVRX Mutual Fund

GSVRX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
-2.92%
3 Months
-0.29%
6 Months
+16.18%
YTD
+16.41%
1 Year
+21.20%
3 Years (annualized)
+18.41%
5 Years (annualized)
+11.26%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSVRX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.41%
Peer Avg (YTD)
+10.00%
vs Peers
+6.42%

GSVRX Mutual Fund Performance

GSVRX performance across multiple time periods: 1-month -2.92%, YTD 16.41%, 1-year 21.20%, 3-year 18.41%, 5-year 11.26%, 10-year 10.54%.

GSVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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