MPGVX Mutual Fund

MPGVX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-3.46%
3 Months
+4.33%
6 Months
+10.50%
YTD
+7.46%
1 Year
+14.50%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPGVX 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
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+6.72%
vs Peers
+0.74%

MPGVX Mutual Fund Performance

MPGVX performance across multiple time periods: 1-month -3.46%, YTD 7.46%, 1-year 14.50%, 3-year 19.09%, 5-year 11.18%.

MPGVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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