MGBRX Mutual Fund

MGBRX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
+2.82%
3 Months
+3.48%
6 Months
+4.39%
YTD
+7.50%
1 Year
+14.93%
3 Years (annualized)
+9.52%
5 Years (annualized)
+5.19%
10 Years (annualized)
+6.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBRX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+5.54%
vs Peers
+1.96%

MGBRX Mutual Fund Performance

MGBRX performance across multiple time periods: 1-month 2.82%, YTD 7.50%, 1-year 14.93%, 3-year 9.52%, 5-year 5.19%, 10-year 6.32%.

MGBRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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