MVGLX Mutual Fund

MVGLX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
-3.42%
3 Months
+1.59%
6 Months
+4.52%
YTD
+4.65%
1 Year
+6.62%
3 Years (annualized)
+14.27%
5 Years (annualized)
+8.41%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MVGLX 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
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📉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)
+4.65%
Peer Avg (YTD)
+9.29%
vs Peers
-4.64%

MVGLX Mutual Fund Performance

MVGLX performance across multiple time periods: 1-month -3.42%, YTD 4.65%, 1-year 6.62%, 3-year 14.27%, 5-year 8.41%, 10-year 9.24%.

MVGLX 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.

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