MGVDX Mutual Fund

MGVDX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
-3.21%
3 Months
-3.97%
6 Months
-3.75%
YTD
-4.00%
1 Year
-3.23%
3 Years (annualized)
+4.23%
5 Years (annualized)
-0.01%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGVDX 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
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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)
-4.00%
Peer Avg (YTD)
+0.50%
vs Peers
-4.50%

MGVDX Mutual Fund Performance

MGVDX performance across multiple time periods: 1-month -3.21%, YTD -4.00%, 1-year -3.23%, 3-year 4.23%, 5-year -0.01%, 10-year 1.85%.

MGVDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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