MBAGX Mutual Fund

MBAGX Mutual Fund

NAV$34.76
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Returns Overview

1 Month
+0.82%
3 Months
+3.19%
6 Months
+5.78%
YTD
+8.35%
1 Year
+14.25%
3 Years (annualized)
+12.29%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAGX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+6.57%
vs Peers
+1.78%

MBAGX Mutual Fund Performance

MBAGX performance across multiple time periods: 1-month 0.82%, YTD 8.35%, 1-year 14.25%, 3-year 12.29%, 5-year 6.32%, 10-year 9.80%.

MBAGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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