MGRVX Mutual Fund

NAV$49.97

Returns Overview

1 Month
-1.88%
3 Months
+5.65%
6 Months
+1.94%
YTD
+1.49%
1 Year
+6.98%
3 Years (annualized)
+11.21%
5 Years (annualized)
+5.94%
10 Years (annualized)
+9.88%

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
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 (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+8.97%
vs Peers
-7.48%

MGRVX Mutual Fund Performance

MGRVX performance across multiple time periods: 1-month -1.88%, YTD 1.49%, 1-year 6.98%, 3-year 11.21%, 5-year 5.94%, 10-year 9.88%.

MGRVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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