MBGVX Mutual Fund

MBGVX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
+2.31%
3 Months
-0.30%
6 Months
-1.06%
YTD
-1.21%
1 Year
-0.98%
3 Years (annualized)
+5.12%
5 Years (annualized)
-0.80%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.21%
Peer Avg (YTD)
+1.93%
vs Peers
-3.14%

MBGVX Mutual Fund Performance

MBGVX performance across multiple time periods: 1-month 2.31%, YTD -1.21%, 1-year -0.98%, 3-year 5.12%, 5-year -0.80%, 10-year 0.93%.

MBGVX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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