GMBVX Mutual Fund

GMBVX Mutual Fund

NAV$23.90
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Returns Overview

1 Month
-3.97%
3 Months
-8.99%
6 Months
+1.75%
YTD
+4.19%
1 Year
+6.54%
3 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMBVX 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 SmallCap 600 Index
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+10.34%
vs Peers
-6.15%

GMBVX Mutual Fund Performance

GMBVX performance across multiple time periods: 1-month -3.97%, YTD 4.19%, 1-year 6.54%, 3-year 7.70%.

GMBVX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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