GVALX Mutual Fund

GVALX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
+5.16%
3 Months
+3.84%
6 Months
+8.90%
YTD
+16.60%
1 Year
+22.13%
3 Years (annualized)
+19.14%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVALX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.60%
Peer Avg (YTD)
+20.32%
vs Peers
-3.73%

GVALX Mutual Fund Performance

GVALX performance across multiple time periods: 1-month 5.16%, YTD 16.60%, 1-year 22.13%, 3-year 19.14%, 5-year 10.38%, 10-year 12.81%.

GVALX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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