GVIZX Mutual Fund

GVIZX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+3.80%
3 Months
+8.54%
6 Months
+15.04%
YTD
+20.37%
1 Year
+29.90%
3 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVIZX 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)
+20.37%
Peer Avg (YTD)
+11.41%
vs Peers
+8.96%

GVIZX Mutual Fund Performance

GVIZX performance across multiple time periods: 1-month 3.80%, YTD 20.37%, 1-year 29.90%, 3-year 17.11%.

GVIZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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