MXBGX Mutual Fund

MXBGX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
+0.62%
3 Months
+11.04%
6 Months
+9.54%
YTD
+8.90%
1 Year
+18.05%
3 Years (annualized)
+15.26%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.88%

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
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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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+7.64%
vs Peers
+1.26%

MXBGX Mutual Fund Performance

MXBGX performance across multiple time periods: 1-month 0.62%, YTD 8.90%, 1-year 18.05%, 3-year 15.26%, 5-year 8.00%, 10-year 10.88%.

MXBGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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