GVALX Mutual Fund

GVALX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
+3.14%
3 Months
+6.36%
6 Months
+6.36%
YTD
+15.82%
1 Year
+21.15%
3 Years (annualized)
+16.20%
5 Years (annualized)
+10.51%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVALX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.82%
Peer Avg (YTD)
+12.44%
vs Peers
+3.38%

GVALX Mutual Fund Performance

GVALX performance across multiple time periods: 1-month 3.14%, YTD 15.82%, 1-year 21.15%, 3-year 16.20%, 5-year 10.51%, 10-year 12.44%.

GVALX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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