MVGMX Mutual Fund

MVGMX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
+5.23%
3 Months
+2.80%
6 Months
+6.69%
YTD
+10.34%
1 Year
+13.83%
3 Years (annualized)
+16.69%
5 Years (annualized)
+9.08%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGMX 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)
+10.34%
Peer Avg (YTD)
+8.05%
vs Peers
+2.28%

MVGMX Mutual Fund Performance

MVGMX performance across multiple time periods: 1-month 5.23%, YTD 10.34%, 1-year 13.83%, 3-year 16.69%, 5-year 9.08%, 10-year 10.01%.

MVGMX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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