GVEZX Mutual Fund

NAV$19.93

Returns Overview

1 Month
+2.63%
3 Months
+1.63%
6 Months
+4.35%
YTD
+7.27%
1 Year
+31.08%
3 Years (annualized)
+18.66%
5 Years (annualized)
+11.84%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEZX 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)
+7.27%
Peer Avg (YTD)
+9.49%
vs Peers
-2.22%

GVEZX Mutual Fund Performance

GVEZX performance across multiple time periods: 1-month 2.63%, YTD 7.27%, 1-year 31.08%, 3-year 18.66%, 5-year 11.84%, 10-year 11.83%.

GVEZX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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