MVGAX Mutual Fund

MVGAX Mutual Fund

NAV$18.27
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Returns Overview

1 Month
-3.37%
3 Months
+1.59%
6 Months
+4.53%
YTD
+4.72%
1 Year
+6.63%
3 Years (annualized)
+14.28%
5 Years (annualized)
+8.41%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGAX 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 (net div)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+9.29%
vs Peers
-4.57%

MVGAX Mutual Fund Performance

MVGAX performance across multiple time periods: 1-month -3.37%, YTD 4.72%, 1-year 6.63%, 3-year 14.28%, 5-year 8.41%, 10-year 9.25%.

MVGAX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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