MGLBX Mutual Fund

NAV$32.19

Returns Overview

1 Month
-5.66%
3 Months
+2.84%
6 Months
+5.51%
YTD
+11.19%
1 Year
+25.08%
3 Years (annualized)
+31.24%
5 Years (annualized)
+13.34%
10 Years (annualized)
+17.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGLBX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Morgan Stanley Capital International All Country World Index(MSCIACWI)
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+8.97%
vs Peers
+2.22%

MGLBX Mutual Fund Performance

MGLBX performance across multiple time periods: 1-month -5.66%, YTD 11.19%, 1-year 25.08%, 3-year 31.24%, 5-year 13.34%, 10-year 17.35%.

MGLBX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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