MGBIX Mutual Fund

NAV$21.59

Returns Overview

1 Month
+0.31%
3 Months
+1.28%
6 Months
+0.84%
YTD
+0.88%
1 Year
+3.97%
3 Years (annualized)
+4.58%
5 Years (annualized)
+0.49%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+3.23%
vs Peers
-2.34%

MGBIX Mutual Fund Performance

MGBIX performance across multiple time periods: 1-month 0.31%, YTD 0.88%, 1-year 3.97%, 3-year 4.58%, 5-year 0.49%, 10-year 2.40%.

MGBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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