MVGCX Mutual Fund

MVGCX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
-0.31%
3 Months
+2.66%
6 Months
+2.79%
YTD
+2.67%
1 Year
+7.90%
3 Years (annualized)
+11.37%
5 Years (annualized)
+7.42%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGCX 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 (net div)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+9.13%
vs Peers
-6.46%

MVGCX Mutual Fund Performance

MVGCX performance across multiple time periods: 1-month -0.31%, YTD 2.67%, 1-year 7.90%, 3-year 11.37%, 5-year 7.42%, 10-year 7.97%.

MVGCX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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