MGVAX Mutual Fund

MGVAX Mutual Fund

NAV$7.28
See how much of MGVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.10%
3 Months
-0.74%
6 Months
-2.00%
YTD
-2.07%
1 Year
-2.09%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.52%
10 Years (annualized)
+1.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 5-10 year taxable municipal bond index(BBG510YTMBI)
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+1.93%
vs Peers
-3.99%

MGVAX Mutual Fund Performance

MGVAX performance across multiple time periods: 1-month 2.10%, YTD -2.07%, 1-year -2.09%, 3-year 4.07%, 5-year -0.52%, 10-year 1.01%.

MGVAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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