MVGKX Mutual Fund

NAV$18.66

Returns Overview

1 Month
-0.28%
3 Months
+2.83%
6 Months
+3.08%
YTD
+2.90%
1 Year
+8.47%
3 Years (annualized)
+11.96%
5 Years (annualized)
+7.95%
10 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+9.13%
vs Peers
-6.23%

MVGKX Mutual Fund Performance

MVGKX performance across multiple time periods: 1-month -0.28%, YTD 2.90%, 1-year 8.47%, 3-year 11.96%, 5-year 7.95%, 10-year 8.50%.

MVGKX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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