MBGWX Mutual Fund

MBGWX Mutual Fund

NAV$27.83
See how much of MBGWX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+2.44%
6 Months
+4.56%
YTD
+6.60%
1 Year
+11.71%
3 Years (annualized)
+10.06%
5 Years (annualized)
+4.84%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGWX 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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+6.57%
vs Peers
+0.03%

MBGWX Mutual Fund Performance

MBGWX performance across multiple time periods: 1-month 0.37%, YTD 6.60%, 1-year 11.71%, 3-year 10.06%, 5-year 4.84%, 10-year 8.20%.

MBGWX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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