GVALX Mutual Fund

NAV$16.27

Returns Overview

1 Month
+1.17%
3 Months
+7.44%
6 Months
+10.95%
YTD
+10.17%
1 Year
+18.85%
3 Years (annualized)
+15.11%
5 Years (annualized)
+9.97%
10 Years (annualized)
+12.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+9.49%
vs Peers
+0.68%

GVALX Mutual Fund Performance

GVALX performance across multiple time periods: 1-month 1.17%, YTD 10.17%, 1-year 18.85%, 3-year 15.11%, 5-year 9.97%, 10-year 12.39%.

GVALX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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