MGVDX Mutual Fund

MGVDX Mutual Fund

NAV$7.55
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Returns Overview

1 Month
-1.18%
3 Months
-1.19%
6 Months
-1.21%
YTD
-1.21%
1 Year
+3.36%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVDX 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
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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)
-1.21%
Peer Avg (YTD)
+0.12%
vs Peers
-1.33%

MGVDX Mutual Fund Performance

MGVDX performance across multiple time periods: 1-month -1.18%, YTD -1.21%, 1-year 3.36%, 3-year 4.08%, 5-year 0.47%, 10-year 1.85%.

MGVDX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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