MVGIX Mutual Fund

MVGIX Mutual Fund

NAV$18.18
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Returns Overview

1 Month
+4.00%
3 Months
+3.79%
6 Months
+4.56%
YTD
+7.34%
1 Year
+14.41%
3 Years (annualized)
+13.57%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGIX 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)
+7.34%
Peer Avg (YTD)
+9.42%
vs Peers
-2.09%

MVGIX Mutual Fund Performance

MVGIX performance across multiple time periods: 1-month 4.00%, YTD 7.34%, 1-year 14.41%, 3-year 13.57%, 5-year 8.99%, 10-year 9.34%.

MVGIX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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