MPGVX Mutual Fund

MPGVX Mutual Fund

NAV$17.93
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Returns Overview

1 Month
+5.46%
3 Months
+6.22%
6 Months
+5.59%
YTD
+9.63%
1 Year
+20.97%
3 Years (annualized)
+17.08%
5 Years (annualized)
+10.76%

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
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📉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)
+9.63%
Peer Avg (YTD)
+9.54%
vs Peers
+0.09%

MPGVX Mutual Fund Performance

MPGVX performance across multiple time periods: 1-month 5.46%, YTD 9.63%, 1-year 20.97%, 3-year 17.08%, 5-year 10.76%.

MPGVX returns outperform the peer average of 9.54% 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.