GMVAX Mutual Fund

NAV$19.57

Returns Overview

1 Month
+4.84%
3 Months
+18.83%
6 Months
+22.26%
YTD
+20.34%
1 Year
+30.26%
3 Years (annualized)
+14.55%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+20.34%
Peer Avg (YTD)
+10.82%
vs Peers
+9.52%

GMVAX Mutual Fund Performance

GMVAX performance across multiple time periods: 1-month 4.84%, YTD 20.34%, 1-year 30.26%, 3-year 14.55%, 5-year 7.81%, 10-year 10.09%.

GMVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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