MBGFX Mutual Fund

MBGFX Mutual Fund

NAV$14.69
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Returns Overview

1 Month
+4.23%
3 Months
-2.33%
6 Months
+7.86%
YTD
+1.56%
1 Year
+5.92%
3 Years (annualized)
+19.35%
5 Years (annualized)
+9.00%
10 Years (annualized)
+15.56%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+8.51%
vs Peers
-6.94%

MBGFX Mutual Fund Performance

MBGFX performance across multiple time periods: 1-month 4.23%, YTD 1.56%, 1-year 5.92%, 3-year 19.35%, 5-year 9.00%, 10-year 15.56%.

MBGFX returns trail the peer average of 8.51% 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.