MPGVX Mutual Fund

NAV$17.33

Returns Overview

1 Month
+2.73%
3 Months
+4.52%
6 Months
+2.42%
YTD
+5.99%
1 Year
+15.58%
3 Years (annualized)
+15.81%
5 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPGVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+10.82%
vs Peers
-4.82%

MPGVX Mutual Fund Performance

MPGVX performance across multiple time periods: 1-month 2.73%, YTD 5.99%, 1-year 15.58%, 3-year 15.81%, 5-year 9.49%.

MPGVX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

MPGVX performance comparison shows side-by-side returns with another fund. MPGVX alternatives are available in the Mutual Fund Screener.