MPGVX Mutual Fund

MPGVX Mutual Fund

NAV$17.77
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Returns Overview

1 Month
+1.25%
3 Months
+0.17%
6 Months
+6.40%
YTD
+8.81%
1 Year
+14.01%
3 Years (annualized)
+19.77%
5 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPGVX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+8.01%
vs Peers
+0.80%

MPGVX Mutual Fund Performance

MPGVX performance across multiple time periods: 1-month 1.25%, YTD 8.81%, 1-year 14.01%, 3-year 19.77%, 5-year 10.78%.

MPGVX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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