MGBMX Mutual Fund

MGBMX Mutual Fund

NAV$7.96
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Returns Overview

1 Month
-1.32%
3 Months
-0.13%
6 Months
-0.81%
YTD
-0.15%
1 Year
+2.27%
3 Years (annualized)
+4.19%
5 Years (annualized)
+0.44%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBMX 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
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📉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)
-0.15%
Peer Avg (YTD)
+0.25%
vs Peers
-0.39%

MGBMX Mutual Fund Performance

MGBMX performance across multiple time periods: 1-month -1.32%, YTD -0.15%, 1-year 2.27%, 3-year 4.19%, 5-year 0.44%, 10-year 1.60%.

MGBMX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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