GVEQX Mutual Fund

GVEQX Mutual Fund

NAV$162.95
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Returns Overview

1 Month
-0.79%
3 Months
+11.78%
6 Months
+8.61%
YTD
+7.51%
1 Year
+20.73%
3 Years (annualized)
+21.88%
5 Years (annualized)
+13.71%
10 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEQX 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)
+7.51%
Peer Avg (YTD)
+9.51%
vs Peers
-2.00%

GVEQX Mutual Fund Performance

GVEQX performance across multiple time periods: 1-month -0.79%, YTD 7.51%, 1-year 20.73%, 3-year 21.88%, 5-year 13.71%, 10-year 15.55%.

GVEQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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