MXGBX Mutual Fund

NAV$6.80

Returns Overview

1 Month
-1.31%
3 Months
-1.16%
6 Months
-3.55%
YTD
-2.30%
1 Year
-0.70%
3 Years (annualized)
+3.28%
5 Years (annualized)
-1.52%
10 Years (annualized)
+0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGBX 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 Global Aggregate Index
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
+0.99%
vs Peers
-3.29%

MXGBX Mutual Fund Performance

MXGBX performance across multiple time periods: 1-month -1.31%, YTD -2.30%, 1-year -0.70%, 3-year 3.28%, 5-year -1.52%, 10-year 0.28%.

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

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