GSVPX Mutual Fund

GSVPX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
-3.04%
3 Months
-7.57%
6 Months
+9.94%
YTD
+11.43%
1 Year
+16.36%
3 Years (annualized)
+13.08%
5 Years (annualized)
+6.66%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSVPX 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)
+11.43%
Peer Avg (YTD)
+6.72%
vs Peers
+4.71%

GSVPX Mutual Fund Performance

GSVPX performance across multiple time periods: 1-month -3.04%, YTD 11.43%, 1-year 16.36%, 3-year 13.08%, 5-year 6.66%, 10-year 9.55%.

GSVPX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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