MBGAX Mutual Fund

MBGAX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-5.13%
3 Months
-7.69%
6 Months
-4.98%
YTD
-5.53%
1 Year
-4.00%
3 Years (annualized)
+2.66%
5 Years (annualized)
-0.60%
10 Years (annualized)
+0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.53%
Peer Avg (YTD)
-3.84%
vs Peers
-1.69%

MBGAX Mutual Fund Performance

MBGAX performance across multiple time periods: 1-month -5.13%, YTD -5.53%, 1-year -4.00%, 3-year 2.66%, 5-year -0.60%, 10-year 0.74%.

MBGAX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

MBGAX vs another fund shows side-by-side returns. MBGAX alternatives are available in the Mutual Fund Screener.