MGBKX Mutual Fund

MGBKX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-1.38%
3 Months
-0.44%
6 Months
-1.18%
YTD
-0.58%
1 Year
+1.51%
3 Years (annualized)
+3.41%
5 Years (annualized)
-0.31%
10 Years (annualized)
+0.85%

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
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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)
-0.58%
Peer Avg (YTD)
+0.25%
vs Peers
-0.83%

MGBKX Mutual Fund Performance

MGBKX performance across multiple time periods: 1-month -1.38%, YTD -0.58%, 1-year 1.51%, 3-year 3.41%, 5-year -0.31%, 10-year 0.85%.

MGBKX returns trail the peer average of 0.25% 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.