MGBBX Mutual Fund

MGBBX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
+1.29%
3 Months
-0.75%
6 Months
-1.18%
YTD
-1.45%
1 Year
-1.46%
3 Years (annualized)
+4.63%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBBX 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 Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
-0.81%
vs Peers
-0.64%

MGBBX Mutual Fund Performance

MGBBX performance across multiple time periods: 1-month 1.29%, YTD -1.45%, 1-year -1.46%, 3-year 4.63%, 5-year -0.07%, 10-year 1.04%.

MGBBX returns trail the peer average of -0.81% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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