MVGBX Mutual Fund

NAV$18.01

Returns Overview

1 Month
+2.86%
3 Months
+2.50%
6 Months
+1.81%
YTD
+4.89%
1 Year
+7.92%
3 Years (annualized)
+11.37%
5 Years (annualized)
+7.42%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGBX 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 (net div)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+9.13%
vs Peers
-4.24%

MVGBX Mutual Fund Performance

MVGBX performance across multiple time periods: 1-month 2.86%, YTD 4.89%, 1-year 7.92%, 3-year 11.37%, 5-year 7.42%, 10-year 7.96%.

MVGBX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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