MGVAX Mutual Fund

MGVAX Mutual Fund

NAV$7.19
See how much of MGVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.14%
3 Months
-3.97%
6 Months
-3.80%
YTD
-4.08%
1 Year
-3.35%
3 Years (annualized)
+4.11%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 5-10 year taxable municipal bond index(BBG510YTMBI)
This Mutual Fund (YTD)
-4.08%
Peer Avg (YTD)
+0.50%
vs Peers
-4.58%

MGVAX Mutual Fund Performance

MGVAX performance across multiple time periods: 1-month -3.14%, YTD -4.08%, 1-year -3.35%, 3-year 4.11%, 5-year -0.20%, 10-year 1.52%.

MGVAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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