MGBOX Mutual Fund

MGBOX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
+0.06%
3 Months
-0.80%
6 Months
-1.86%
YTD
+0.11%
1 Year
+1.87%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBOX 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)
+0.11%
Peer Avg (YTD)
+0.20%
vs Peers
-0.10%

MGBOX Mutual Fund Performance

MGBOX performance across multiple time periods: 1-month 0.06%, YTD 0.11%, 1-year 1.87%, 3-year 4.72%, 5-year 0.80%, 10-year 2.01%.

MGBOX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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