MVGNX Mutual Fund

MVGNX Mutual Fund

NAV$18.73
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Returns Overview

1 Month
+4.07%
3 Months
+3.81%
6 Months
+4.61%
YTD
+7.39%
1 Year
+14.52%
3 Years (annualized)
+13.48%
5 Years (annualized)
+8.97%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGNX 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)
+7.39%
Peer Avg (YTD)
+9.42%
vs Peers
-2.03%

MVGNX Mutual Fund Performance

MVGNX performance across multiple time periods: 1-month 4.07%, YTD 7.39%, 1-year 14.52%, 3-year 13.48%, 5-year 8.97%, 10-year 9.36%.

MVGNX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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