GMVRX Mutual Fund

GMVRX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
-3.13%
3 Months
-7.72%
6 Months
+9.53%
YTD
+10.86%
1 Year
+15.59%
3 Years (annualized)
+12.38%
5 Years (annualized)
+6.01%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMVRX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+6.72%
vs Peers
+4.13%

GMVRX Mutual Fund Performance

GMVRX performance across multiple time periods: 1-month -3.13%, YTD 10.86%, 1-year 15.59%, 3-year 12.38%, 5-year 6.01%, 10-year 8.75%.

GMVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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