MVGIX Mutual Fund

NAV$18.17

Returns Overview

1 Month
-0.21%
3 Months
+2.96%
6 Months
+3.32%
YTD
+3.20%
1 Year
+9.03%
3 Years (annualized)
+12.50%
5 Years (annualized)
+8.51%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGIX 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)
+3.20%
Peer Avg (YTD)
+9.13%
vs Peers
-5.93%

MVGIX Mutual Fund Performance

MVGIX performance across multiple time periods: 1-month -0.21%, YTD 3.20%, 1-year 9.03%, 3-year 12.50%, 5-year 8.51%, 10-year 9.04%.

MVGIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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