MRBGX Mutual Fund

MRBGX Mutual Fund

NAV$9.28
See how much of MRBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.86%
3 Months
-0.50%
6 Months
-1.40%
YTD
-1.25%
1 Year
-1.22%
3 Years (annualized)
+4.93%
5 Years (annualized)
-0.80%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+1.93%
vs Peers
-3.18%

MRBGX Mutual Fund Performance

MRBGX performance across multiple time periods: 1-month 1.86%, YTD -1.25%, 1-year -1.22%, 3-year 4.93%, 5-year -0.80%, 10-year 0.92%.

MRBGX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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