MGBAX Mutual Fund

MGBAX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+0.16%
3 Months
-0.87%
6 Months
-1.88%
YTD
-0.10%
1 Year
+1.56%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.20%
vs Peers
-0.30%

MGBAX Mutual Fund Performance

MGBAX performance across multiple time periods: 1-month 0.16%, YTD -0.10%, 1-year 1.56%, 3-year 4.42%, 5-year 0.46%, 10-year 1.66%.

MGBAX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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