GVEYX Mutual Fund

NAV$19.88

Returns Overview

1 Month
+2.47%
3 Months
+0.76%
6 Months
+4.41%
YTD
+6.77%
1 Year
+31.34%
3 Years (annualized)
+20.20%
5 Years (annualized)
+12.82%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEYX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+9.49%
vs Peers
-2.72%

GVEYX Mutual Fund Performance

GVEYX performance across multiple time periods: 1-month 2.47%, YTD 6.77%, 1-year 31.34%, 3-year 20.20%, 5-year 12.82%, 10-year 12.47%.

GVEYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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