MXGBX Mutual Fund

MXGBX Mutual Fund

NAV$6.87
See how much of MXGBX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
-1.30%
6 Months
-2.85%
YTD
-2.01%
1 Year
+0.56%
3 Years (annualized)
+2.56%
5 Years (annualized)
-1.85%
10 Years (annualized)
+0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGBX 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 Global Aggregate Index
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+0.25%
vs Peers
-2.26%

MXGBX Mutual Fund Performance

MXGBX performance across multiple time periods: 1-month -0.73%, YTD -2.01%, 1-year 0.56%, 3-year 2.56%, 5-year -1.85%, 10-year 0.29%.

MXGBX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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