GSVRX Mutual Fund

GSVRX Mutual Fund

NAV$17.55
See how much of GSVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.59%
3 Months
+10.03%
6 Months
+15.96%
YTD
+19.78%
1 Year
+28.38%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.56%
10 Years (annualized)
+10.59%

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
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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.78%
Peer Avg (YTD)
+11.41%
vs Peers
+8.37%

GSVRX Mutual Fund Performance

GSVRX performance across multiple time periods: 1-month 2.59%, YTD 19.78%, 1-year 28.38%, 3-year 17.14%, 5-year 11.56%, 10-year 10.59%.

GSVRX returns outperform the peer average of 11.41% 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.