MGBOX Mutual Fund

NAV$8.02

Returns Overview

1 Month
-1.47%
3 Months
-0.99%
6 Months
-2.43%
YTD
-2.08%
1 Year
+3.87%
3 Years (annualized)
+5.07%
5 Years (annualized)
+1.20%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBOX 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)
-2.08%
Peer Avg (YTD)
+0.99%
vs Peers
-3.07%

MGBOX Mutual Fund Performance

MGBOX performance across multiple time periods: 1-month -1.47%, YTD -2.08%, 1-year 3.87%, 3-year 5.07%, 5-year 1.20%, 10-year 2.26%.

MGBOX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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