GVCIX Mutual Fund

NAV$12.81

Returns Overview

1 Month
+2.15%
3 Months
+7.17%
6 Months
+9.95%
YTD
+9.18%
1 Year
+26.13%
3 Years (annualized)
+18.38%
5 Years (annualized)
+8.01%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVCIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+10.82%
vs Peers
-1.63%

GVCIX Mutual Fund Performance

GVCIX performance across multiple time periods: 1-month 2.15%, YTD 9.18%, 1-year 26.13%, 3-year 18.38%, 5-year 8.01%, 10-year 8.93%.

GVCIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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