MVGNX Mutual Fund

NAV$18.61

Returns Overview

1 Month
-0.25%
3 Months
+2.93%
6 Months
+3.37%
YTD
+3.19%
1 Year
+9.07%
3 Years (annualized)
+12.57%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.12%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+9.13%
vs Peers
-5.94%

MVGNX Mutual Fund Performance

MVGNX performance across multiple time periods: 1-month -0.25%, YTD 3.19%, 1-year 9.07%, 3-year 12.57%, 5-year 8.58%, 10-year 9.12%.

MVGNX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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