MVGJX Mutual Fund

NAV$18.52

Returns Overview

1 Month
-0.29%
3 Months
+2.72%
6 Months
+2.86%
YTD
+2.68%
1 Year
+7.93%
3 Years (annualized)
+11.39%
5 Years (annualized)
+8.98%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+9.13%
vs Peers
-6.45%

MVGJX Mutual Fund Performance

MVGJX performance across multiple time periods: 1-month -0.29%, YTD 2.68%, 1-year 7.93%, 3-year 11.39%, 5-year 8.98%, 10-year 8.75%.

MVGJX 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.

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