MBGFX Mutual Fund

NAV$14.42

Returns Overview

1 Month
-5.06%
3 Months
+11.13%
6 Months
-1.70%
YTD
-1.28%
1 Year
+6.43%
3 Years (annualized)
+24.20%
5 Years (annualized)
+12.25%
10 Years (annualized)
+17.35%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
+8.97%
vs Peers
-10.25%

MBGFX Mutual Fund Performance

MBGFX performance across multiple time periods: 1-month -5.06%, YTD -1.28%, 1-year 6.43%, 3-year 24.20%, 5-year 12.25%, 10-year 17.35%.

MBGFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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