GVEZX Mutual Fund

GVEZX Mutual Fund

NAV$20.31
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Returns Overview

1 Month
+2.94%
3 Months
+5.28%
6 Months
+9.10%
YTD
+11.51%
1 Year
+21.87%
3 Years (annualized)
+15.00%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEZX 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
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📉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)
+11.51%
Peer Avg (YTD)
+11.41%
vs Peers
+0.10%

GVEZX Mutual Fund Performance

GVEZX performance across multiple time periods: 1-month 2.94%, YTD 11.51%, 1-year 21.87%, 3-year 15.00%, 5-year 10.35%, 10-year 11.76%.

GVEZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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