GESVX Mutual Fund

GESVX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
+0.09%
3 Months
+0.69%
6 Months
+1.47%
YTD
+1.81%
1 Year
+2.83%
3 Years (annualized)
+4.46%
5 Years (annualized)
+2.80%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GESVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+0.50%
vs Peers
+1.31%

GESVX Mutual Fund Performance

GESVX performance across multiple time periods: 1-month 0.09%, YTD 1.81%, 1-year 2.83%, 3-year 4.46%, 5-year 2.80%, 10-year 2.24%.

GESVX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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