MFBGX Mutual Fund

MFBGX Mutual Fund

NAV$11.91
See how much of MFBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.71%
3 Months
-0.84%
6 Months
-1.79%
YTD
-1.88%
1 Year
-1.89%
3 Years (annualized)
+5.52%
5 Years (annualized)
-1.01%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBGX 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
Bloomberg Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-1.88%
Peer Avg (YTD)
+1.93%
vs Peers
-3.81%

MFBGX Mutual Fund Performance

MFBGX performance across multiple time periods: 1-month 1.71%, YTD -1.88%, 1-year -1.89%, 3-year 5.52%, 5-year -1.01%, 10-year 1.50%.

MFBGX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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