GMVPX Mutual Fund

NAV$8.66

Returns Overview

1 Month
-2.04%
3 Months
-2.48%
6 Months
-3.67%
YTD
-3.88%
1 Year
+4.93%
3 Years (annualized)
+5.21%
5 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.88%
Peer Avg (YTD)
+3.23%
vs Peers
-7.11%

GMVPX Mutual Fund Performance

GMVPX performance across multiple time periods: 1-month -2.04%, YTD -3.88%, 1-year 4.93%, 3-year 5.21%, 5-year 0.28%.

GMVPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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