MGBRX Mutual Fund

MGBRX Mutual Fund

NAV$18.21
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Returns Overview

1 Month
+3.06%
3 Months
+0.22%
6 Months
+3.71%
YTD
+7.74%
1 Year
+11.54%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.20%
10 Years (annualized)
+6.60%

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)
+7.74%
Peer Avg (YTD)
+5.30%
vs Peers
+2.44%

MGBRX Mutual Fund Performance

MGBRX performance across multiple time periods: 1-month 3.06%, YTD 7.74%, 1-year 11.54%, 3-year 12.51%, 5-year 5.20%, 10-year 6.60%.

MGBRX returns outperform the peer average of 5.30% 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.