MSGVX Mutual Fund

MSGVX Mutual Fund

NAV$5.95
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Returns Overview

1 Month
-0.45%
3 Months
-3.69%
6 Months
-7.53%
YTD
-4.53%
1 Year
-2.21%
3 Years (annualized)
+2.41%
5 Years (annualized)
-2.55%
10 Years (annualized)
-0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGVX 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 Long Treasury Index
This Mutual Fund (YTD)
-4.53%
Peer Avg (YTD)
+2.15%
vs Peers
-6.69%

MSGVX Mutual Fund Performance

MSGVX performance across multiple time periods: 1-month -0.45%, YTD -4.53%, 1-year -2.21%, 3-year 2.41%, 5-year -2.55%, 10-year -0.63%.

MSGVX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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