MVGMX Mutual Fund

NAV$18.33

Returns Overview

1 Month
+3.15%
3 Months
+3.68%
6 Months
+2.12%
YTD
+5.83%
1 Year
+8.97%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.49%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGMX 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)
+5.83%
Peer Avg (YTD)
+9.13%
vs Peers
-3.30%

MVGMX Mutual Fund Performance

MVGMX performance across multiple time periods: 1-month 3.15%, YTD 5.83%, 1-year 8.97%, 3-year 12.48%, 5-year 8.49%, 10-year 9.05%.

MVGMX 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.

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