MBGAX Mutual Fund

MBGAX Mutual Fund

NAV$9.83
See how much of MBGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.23%
3 Months
-0.76%
6 Months
-0.26%
YTD
+0.05%
1 Year
+5.92%
3 Years (annualized)
+2.27%
5 Years (annualized)
-0.60%
10 Years (annualized)
+0.74%

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)
+0.05%
Peer Avg (YTD)
+0.23%
vs Peers
-0.18%

MBGAX Mutual Fund Performance

MBGAX performance across multiple time periods: 1-month -2.23%, YTD 0.05%, 1-year 5.92%, 3-year 2.27%, 5-year -0.60%, 10-year 0.74%.

MBGAX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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