MVGAX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
-0.22%
3 Months
+2.89%
6 Months
+3.20%
YTD
+3.08%
1 Year
+8.76%
3 Years (annualized)
+12.23%
5 Years (annualized)
+8.23%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+9.13%
vs Peers
-6.05%

MVGAX Mutual Fund Performance

MVGAX performance across multiple time periods: 1-month -0.22%, YTD 3.08%, 1-year 8.76%, 3-year 12.23%, 5-year 8.23%, 10-year 8.79%.

MVGAX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

MVGAX performance comparison shows side-by-side returns with another fund. MVGAX alternatives are available in the Mutual Fund Screener.