MGRVX Mutual Fund

MGRVX Mutual Fund

NAV$49.56
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Returns Overview

1 Month
+3.75%
3 Months
+3.22%
6 Months
+0.18%
YTD
+6.77%
1 Year
+11.66%
3 Years (annualized)
+13.66%
5 Years (annualized)
+6.74%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+8.51%
vs Peers
-1.74%

MGRVX Mutual Fund Performance

MGRVX performance across multiple time periods: 1-month 3.75%, YTD 6.77%, 1-year 11.66%, 3-year 13.66%, 5-year 6.74%, 10-year 9.89%.

MGRVX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

MGRVX vs another fund shows side-by-side returns. MGRVX alternatives are available in the Mutual Fund Screener.