GVEYX Mutual Fund

GVEYX Mutual Fund

NAV$20.19
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Returns Overview

1 Month
-3.64%
3 Months
+0.88%
6 Months
+10.98%
YTD
+9.37%
1 Year
+13.91%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.57%
10 Years (annualized)
+22.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVEYX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+10.00%
vs Peers
-0.63%

GVEYX Mutual Fund Performance

GVEYX performance across multiple time periods: 1-month -3.64%, YTD 9.37%, 1-year 13.91%, 3-year 16.95%, 5-year 10.57%, 10-year 22.28%.

GVEYX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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