MGBAX Mutual Fund

NAV$8.06

Returns Overview

1 Month
-1.59%
3 Months
-0.98%
6 Months
-2.54%
YTD
-2.18%
1 Year
+3.66%
3 Years (annualized)
+4.76%
5 Years (annualized)
+0.87%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBAX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.18%
Peer Avg (YTD)
+0.99%
vs Peers
-3.18%

MGBAX Mutual Fund Performance

MGBAX performance across multiple time periods: 1-month -1.59%, YTD -2.18%, 1-year 3.66%, 3-year 4.76%, 5-year 0.87%, 10-year 1.90%.

MGBAX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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