MBGWX Mutual Fund

NAV$26.97

Returns Overview

1 Month
-0.41%
3 Months
+2.31%
6 Months
+2.35%
YTD
+5.35%
1 Year
+11.52%
3 Years (annualized)
+10.78%
5 Years (annualized)
+5.14%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGWX 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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+6.73%
vs Peers
-1.37%

MBGWX Mutual Fund Performance

MBGWX performance across multiple time periods: 1-month -0.41%, YTD 5.35%, 1-year 11.52%, 3-year 10.78%, 5-year 5.14%, 10-year 8.49%.

MBGWX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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