MGVSX Mutual Fund

MGVSX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
+2.20%
3 Months
-0.25%
6 Months
-1.39%
YTD
-1.18%
1 Year
-1.29%
3 Years (annualized)
+4.22%
5 Years (annualized)
-1.04%
10 Years (annualized)
+0.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+1.93%
vs Peers
-3.11%

MGVSX Mutual Fund Performance

MGVSX performance across multiple time periods: 1-month 2.20%, YTD -1.18%, 1-year -1.29%, 3-year 4.22%, 5-year -1.04%, 10-year 0.32%.

MGVSX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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