GSVUX Mutual Fund

GSVUX Mutual Fund

NAV$19.55
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Returns Overview

1 Month
-2.90%
3 Months
-0.16%
6 Months
+16.45%
YTD
+16.81%
1 Year
+21.89%
3 Years (annualized)
+19.08%
5 Years (annualized)
+11.89%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GSVUX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+10.00%
vs Peers
+6.81%

GSVUX Mutual Fund Performance

GSVUX performance across multiple time periods: 1-month -2.90%, YTD 16.81%, 1-year 21.89%, 3-year 19.08%, 5-year 11.89%, 10-year 11.20%.

GSVUX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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