MGVNX Mutual Fund

NAV$7.50
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Returns Overview

1 Month
+0.33%
3 Months
+0.14%
6 Months
-0.17%
YTD
-0.17%
1 Year
+2.78%
3 Years (annualized)
+4.06%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVNX 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)
-0.17%
Peer Avg (YTD)
+3.23%
vs Peers
-3.40%

MGVNX Mutual Fund Performance

MGVNX performance across multiple time periods: 1-month 0.33%, YTD -0.17%, 1-year 2.78%, 3-year 4.06%, 5-year 0.05%, 10-year 1.26%.

MGVNX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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