MVGLX Mutual Fund

NAV$18.66

Returns Overview

1 Month
-0.27%
3 Months
+2.89%
6 Months
+3.20%
YTD
+3.02%
1 Year
+8.74%
3 Years (annualized)
+12.20%
5 Years (annualized)
+8.22%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+3.02%
Peer Avg (YTD)
+9.13%
vs Peers
-6.11%

MVGLX Mutual Fund Performance

MVGLX performance across multiple time periods: 1-month -0.27%, YTD 3.02%, 1-year 8.74%, 3-year 12.20%, 5-year 8.22%, 10-year 8.78%.

MVGLX 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.

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