GVEYX Mutual Fund

GVEYX Mutual Fund

NAV$20.73
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Returns Overview

1 Month
+4.80%
3 Months
+2.65%
6 Months
+8.17%
YTD
+14.62%
1 Year
+18.49%
3 Years (annualized)
+19.81%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.34%

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)
+14.62%
Peer Avg (YTD)
+12.44%
vs Peers
+2.19%

GVEYX Mutual Fund Performance

GVEYX performance across multiple time periods: 1-month 4.80%, YTD 14.62%, 1-year 18.49%, 3-year 19.81%, 5-year 10.51%, 10-year 11.34%.

GVEYX returns outperform the peer average of 12.44% 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.