MGBKX Mutual Fund

MGBKX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
-0.03%
3 Months
-1.07%
6 Months
-2.39%
YTD
-0.61%
1 Year
+0.78%
3 Years (annualized)
+3.60%
5 Years (annualized)
-0.31%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBKX 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)
-0.61%
Peer Avg (YTD)
+0.20%
vs Peers
-0.82%

MGBKX Mutual Fund Performance

MGBKX performance across multiple time periods: 1-month -0.03%, YTD -0.61%, 1-year 0.78%, 3-year 3.60%, 5-year -0.31%, 10-year 0.88%.

MGBKX returns trail the peer average of 0.20% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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