GVEYX Mutual Fund

GVEYX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
+2.99%
3 Months
+5.38%
6 Months
+9.20%
YTD
+11.66%
1 Year
+22.19%
3 Years (annualized)
+15.31%
5 Years (annualized)
+10.64%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEYX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+11.41%
vs Peers
+0.25%

GVEYX Mutual Fund Performance

GVEYX performance across multiple time periods: 1-month 2.99%, YTD 11.66%, 1-year 22.19%, 3-year 15.31%, 5-year 10.64%, 10-year 11.14%.

GVEYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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