MGBKX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+0.34%
3 Months
+1.58%
6 Months
+0.69%
YTD
+0.81%
1 Year
+2.76%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.99%
vs Peers
-0.18%

MGBKX Mutual Fund Performance

MGBKX performance across multiple time periods: 1-month 0.34%, YTD 0.81%, 1-year 2.76%, 3-year 3.94%, 5-year 0.08%, 10-year 1.11%.

MGBKX 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.

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