MXBGX Mutual Fund

MXBGX Mutual Fund

NAV$13.18
See how much of MXBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+3.28%
6 Months
+6.34%
YTD
+8.48%
1 Year
+16.98%
3 Years (annualized)
+13.97%
5 Years (annualized)
+7.82%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+6.99%
vs Peers
+1.49%

MXBGX Mutual Fund Performance

MXBGX performance across multiple time periods: 1-month -0.39%, YTD 8.48%, 1-year 16.98%, 3-year 13.97%, 5-year 7.82%, 10-year 10.41%.

MXBGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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