MGVAX Mutual Fund

NAV$7.46
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Returns Overview

1 Month
+0.36%
3 Months
+0.18%
6 Months
-0.24%
YTD
-0.11%
1 Year
+2.84%
3 Years (annualized)
+4.32%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVAX 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

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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
Bloomberg 5-10 year taxable municipal bond index(BBG510YTMBI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.23%
vs Peers
-3.34%

MGVAX Mutual Fund Performance

MGVAX performance across multiple time periods: 1-month 0.36%, YTD -0.11%, 1-year 2.84%, 3-year 4.32%, 5-year 0.20%, 10-year 1.63%.

MGVAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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