GVIYX Mutual Fund

GVIYX Mutual Fund

NAV$16.06
See how much of GVIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.30%
3 Months
+3.00%
6 Months
+12.00%
YTD
+23.12%
1 Year
+27.87%
3 Years (annualized)
+22.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVIYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+23.12%
Peer Avg (YTD)
+12.44%
vs Peers
+10.69%

GVIYX Mutual Fund Performance

GVIYX performance across multiple time periods: 1-month 4.30%, YTD 23.12%, 1-year 27.87%, 3-year 22.63%.

GVIYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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