GVPIX Mutual Fund

GVPIX Mutual Fund

NAV$30.27

Returns Overview

1 Month
+1.26%
3 Months
+0.31%
6 Months
-0.80%
YTD
+0.01%
1 Year
-0.09%
3 Years (annualized)
-5.94%
5 Years (annualized)
-12.04%
10 Years (annualized)
-5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+12.13%
vs Peers
-12.12%

GVPIX Mutual Fund Performance

GVPIX performance across multiple time periods: 1-month 1.26%, YTD 0.01%, 1-year -0.09%, 3-year -5.94%, 5-year -12.04%, 10-year -5.51%.

GVPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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