MGBMX Mutual Fund

NAV$8.01

Returns Overview

1 Month
-1.60%
3 Months
-0.99%
6 Months
-2.55%
YTD
-2.20%
1 Year
+3.66%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBMX 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%

MGBMX Mutual Fund Performance

MGBMX performance across multiple time periods: 1-month -1.60%, YTD -2.20%, 1-year 3.66%, 3-year 4.72%, 5-year 0.84%, 10-year 1.88%.

MGBMX 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.

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