MGRVX Mutual Fund

MGRVX Mutual Fund

NAV$51.13
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Returns Overview

1 Month
+1.40%
3 Months
+1.99%
6 Months
+0.04%
YTD
+2.91%
1 Year
+9.79%
3 Years (annualized)
+10.83%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.57%

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)
+2.91%
Peer Avg (YTD)
+6.23%
vs Peers
-3.32%

MGRVX Mutual Fund Performance

MGRVX performance across multiple time periods: 1-month 1.40%, YTD 2.91%, 1-year 9.79%, 3-year 10.83%, 5-year 6.17%, 10-year 9.57%.

MGRVX returns trail the peer average of 6.23% 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.