MBGFX Mutual Fund

MBGFX Mutual Fund

NAV$14.28
See how much of MBGFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
-1.72%
6 Months
-1.30%
YTD
-2.56%
1 Year
+2.24%
3 Years (annualized)
+17.24%
5 Years (annualized)
+8.77%
10 Years (annualized)
+15.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.56%
Peer Avg (YTD)
+6.23%
vs Peers
-8.79%

MBGFX Mutual Fund Performance

MBGFX performance across multiple time periods: 1-month -1.30%, YTD -2.56%, 1-year 2.24%, 3-year 17.24%, 5-year 8.77%, 10-year 15.12%.

MBGFX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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