GVIRX Mutual Fund

NAV$20.53

Returns Overview

1 Month
+0.25%
3 Months
+14.27%
6 Months
+10.49%
YTD
+10.24%
1 Year
+21.08%
3 Years (annualized)
+19.59%
5 Years (annualized)
+12.70%
10 Years (annualized)
+12.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+16.06%
vs Peers
-5.82%

GVIRX Mutual Fund Performance

GVIRX performance across multiple time periods: 1-month 0.25%, YTD 10.24%, 1-year 21.08%, 3-year 19.59%, 5-year 12.70%, 10-year 12.90%.

GVIRX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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