MBGFX Mutual Fund

MBGFX Mutual Fund

NAV$13.49
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Returns Overview

1 Month
-4.13%
3 Months
-0.15%
6 Months
-1.87%
YTD
-2.70%
1 Year
-4.47%
3 Years (annualized)
+20.67%
5 Years (annualized)
+8.24%
10 Years (annualized)
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.70%
Peer Avg (YTD)
+4.64%
vs Peers
-7.35%

MBGFX Mutual Fund Performance

MBGFX performance across multiple time periods: 1-month -4.13%, YTD -2.70%, 1-year -4.47%, 3-year 20.67%, 5-year 8.24%, 10-year 15.11%.

MBGFX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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