MGBBX Mutual Fund

NAV$8.02

Returns Overview

1 Month
-1.60%
3 Months
-0.99%
6 Months
-2.43%
YTD
-2.20%
1 Year
+2.88%
3 Years (annualized)
+3.98%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBBX 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)
-2.20%
Peer Avg (YTD)
+0.99%
vs Peers
-3.19%

MGBBX Mutual Fund Performance

MGBBX performance across multiple time periods: 1-month -1.60%, YTD -2.20%, 1-year 2.88%, 3-year 3.98%, 5-year 0.13%, 10-year 1.13%.

MGBBX returns trail the peer average of 0.99% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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