GVCAX Mutual Fund

GVCAX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
+2.11%
3 Months
+7.02%
6 Months
+9.66%
YTD
+8.90%
1 Year
+25.50%
3 Years (annualized)
+17.82%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVCAX 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 Index(SPX)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+10.82%
vs Peers
-1.91%

GVCAX Mutual Fund Performance

GVCAX performance across multiple time periods: 1-month 2.11%, YTD 8.90%, 1-year 25.50%, 3-year 17.82%, 5-year 7.51%, 10-year 8.45%.

GVCAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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