MGLBX Mutual Fund

MGLBX Mutual Fund

NAV$31.73
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Returns Overview

1 Month
-6.36%
3 Months
-3.27%
6 Months
+1.44%
YTD
+9.40%
1 Year
+8.74%
3 Years (annualized)
+29.84%
5 Years (annualized)
+10.57%
10 Years (annualized)
+16.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLBX 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
Morgan Stanley Capital International All Country World Index(MSCIACWI)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+5.23%
vs Peers
+4.16%

MGLBX Mutual Fund Performance

MGLBX performance across multiple time periods: 1-month -6.36%, YTD 9.40%, 1-year 8.74%, 3-year 29.84%, 5-year 10.57%, 10-year 16.21%.

MGLBX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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