MFBGX Mutual Fund

MFBGX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-1.71%
3 Months
-0.96%
6 Months
-1.45%
YTD
-1.05%
1 Year
+1.59%
3 Years (annualized)
+3.82%
5 Years (annualized)
-1.12%
10 Years (annualized)
+1.49%

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
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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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+0.12%
vs Peers
-1.17%

MFBGX Mutual Fund Performance

MFBGX performance across multiple time periods: 1-month -1.71%, YTD -1.05%, 1-year 1.59%, 3-year 3.82%, 5-year -1.12%, 10-year 1.49%.

MFBGX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.51%, 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.