MSGVX Mutual Fund

MSGVX Mutual Fund

NAV$6.66
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Returns Overview

1 Month
-4.18%
3 Months
-3.29%
6 Months
-4.12%
YTD
-4.08%
1 Year
+1.87%
3 Years (annualized)
+1.74%
5 Years (annualized)
-2.58%
10 Years (annualized)
-0.50%

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)
-4.08%
Peer Avg (YTD)
+0.12%
vs Peers
-4.20%

MSGVX Mutual Fund Performance

MSGVX performance across multiple time periods: 1-month -4.18%, YTD -4.08%, 1-year 1.87%, 3-year 1.74%, 5-year -2.58%, 10-year -0.50%.

MSGVX returns trail the peer average of 0.12% 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.