MBAGX Mutual Fund

NAV$33.73

Returns Overview

1 Month
-0.21%
3 Months
+2.90%
6 Months
+2.96%
YTD
+6.71%
1 Year
+13.53%
3 Years (annualized)
+12.15%
5 Years (annualized)
+6.05%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+6.73%
vs Peers
-0.02%

MBAGX Mutual Fund Performance

MBAGX performance across multiple time periods: 1-month -0.21%, YTD 6.71%, 1-year 13.53%, 3-year 12.15%, 5-year 6.05%, 10-year 10.16%.

MBAGX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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