MVGLX Mutual Fund

MVGLX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
+4.00%
3 Months
+3.71%
6 Months
+4.43%
YTD
+7.14%
1 Year
+14.09%
3 Years (annualized)
+13.09%
5 Years (annualized)
+8.61%
10 Years (annualized)
+9.01%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+9.42%
vs Peers
-2.29%

MVGLX Mutual Fund Performance

MVGLX performance across multiple time periods: 1-month 4.00%, YTD 7.14%, 1-year 14.09%, 3-year 13.09%, 5-year 8.61%, 10-year 9.01%.

MVGLX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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