MBGAX Mutual Fund

MBGAX Mutual Fund

NAV$10.04
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.99%
3 Months
+2.94%
6 Months
+2.44%
YTD
+2.34%
1 Year
+7.24%
3 Years (annualized)
+3.09%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+1.79%
vs Peers
+0.55%

MBGAX Mutual Fund Performance

MBGAX performance across multiple time periods: 1-month 0.99%, YTD 2.34%, 1-year 7.24%, 3-year 3.09%, 5-year -0.02%, 10-year 1.01%.

MBGAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

MBGAX performance comparison shows side-by-side returns with another fund. MBGAX alternatives are available in the Mutual Fund Screener.