GMVRX Mutual Fund

GMVRX Mutual Fund

NAV$18.52
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Returns Overview

1 Month
+1.37%
3 Months
-1.91%
6 Months
+1.15%
YTD
+14.17%
1 Year
+16.33%
3 Years (annualized)
+15.99%
5 Years (annualized)
+4.95%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVRX 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)
+14.17%
Peer Avg (YTD)
+10.76%
vs Peers
+3.41%

GMVRX Mutual Fund Performance

GMVRX performance across multiple time periods: 1-month 1.37%, YTD 14.17%, 1-year 16.33%, 3-year 15.99%, 5-year 4.95%, 10-year 8.85%.

GMVRX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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