GESVX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+0.18%
3 Months
+0.77%
6 Months
+1.11%
YTD
+1.11%
1 Year
+3.31%
3 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GESVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+3.23%
vs Peers
-2.11%

GESVX Mutual Fund Performance

GESVX performance across multiple time periods: 1-month 0.18%, YTD 1.11%, 1-year 3.31%, 3-year 4.61%.

GESVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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