MVGJX Mutual Fund

MVGJX Mutual Fund

NAV$18.63
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Returns Overview

1 Month
+3.91%
3 Months
+3.50%
6 Months
+4.04%
YTD
+6.70%
1 Year
+13.29%
3 Years (annualized)
+12.43%
5 Years (annualized)
+7.89%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGJX 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)
+6.70%
Peer Avg (YTD)
+9.42%
vs Peers
-2.73%

MVGJX Mutual Fund Performance

MVGJX performance across multiple time periods: 1-month 3.91%, YTD 6.70%, 1-year 13.29%, 3-year 12.43%, 5-year 7.89%, 10-year 8.25%.

MVGJX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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