GMVCX Mutual Fund

GMVCX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
+1.27%
3 Months
-2.01%
6 Months
+0.92%
YTD
+13.71%
1 Year
+15.75%
3 Years (annualized)
+15.42%
5 Years (annualized)
+4.42%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVCX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+10.76%
vs Peers
+2.95%

GMVCX Mutual Fund Performance

GMVCX performance across multiple time periods: 1-month 1.27%, YTD 13.71%, 1-year 15.75%, 3-year 15.42%, 5-year 4.42%, 10-year 8.31%.

GMVCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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