MBGWX Mutual Fund

MBGWX Mutual Fund

NAV$27.22
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Returns Overview

1 Month
-2.71%
3 Months
-1.03%
6 Months
+7.13%
YTD
+5.12%
1 Year
+6.72%
3 Years (annualized)
+11.29%
5 Years (annualized)
+4.73%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBGWX 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
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📉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
MFS Growth Allocation Fund Blended Index
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+6.10%
vs Peers
-0.98%

MBGWX Mutual Fund Performance

MBGWX performance across multiple time periods: 1-month -2.71%, YTD 5.12%, 1-year 6.72%, 3-year 11.29%, 5-year 4.73%, 10-year 8.34%.

MBGWX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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