GVIRX Mutual Fund

GVIRX Mutual Fund

NAV$20.70
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Returns Overview

1 Month
-0.28%
3 Months
+2.62%
6 Months
+17.27%
YTD
+13.13%
1 Year
+16.96%
3 Years (annualized)
+20.08%
5 Years (annualized)
+12.51%
10 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GVIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+16.41%
vs Peers
-3.27%

GVIRX Mutual Fund Performance

GVIRX performance across multiple time periods: 1-month -0.28%, YTD 13.13%, 1-year 16.96%, 3-year 20.08%, 5-year 12.51%, 10-year 12.86%.

GVIRX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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