GVIRX Mutual Fund

GVIRX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+2.39%
3 Months
+3.16%
6 Months
+12.70%
YTD
+13.45%
1 Year
+20.28%
3 Years (annualized)
+20.08%
5 Years (annualized)
+12.51%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+14.35%
vs Peers
-0.90%

GVIRX Mutual Fund Performance

GVIRX performance across multiple time periods: 1-month 2.39%, YTD 13.45%, 1-year 20.28%, 3-year 20.08%, 5-year 12.51%, 10-year 12.86%.

GVIRX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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