MVGIX Mutual Fund

MVGIX Mutual Fund

NAV$18.28
See how much of MVGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.36%
3 Months
+1.65%
6 Months
+4.66%
YTD
+4.91%
1 Year
+6.90%
3 Years (annualized)
+14.56%
5 Years (annualized)
+8.69%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGIX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+9.29%
vs Peers
-4.38%

MVGIX Mutual Fund Performance

MVGIX performance across multiple time periods: 1-month -3.36%, YTD 4.91%, 1-year 6.90%, 3-year 14.56%, 5-year 8.69%, 10-year 9.50%.

MVGIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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