MFBGX Mutual Fund

MFBGX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
-2.97%
3 Months
-4.17%
6 Months
-2.93%
YTD
-3.53%
1 Year
-3.22%
3 Years (annualized)
+4.27%
5 Years (annualized)
-0.98%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBGX 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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-3.53%
Peer Avg (YTD)
+0.50%
vs Peers
-4.03%

MFBGX Mutual Fund Performance

MFBGX performance across multiple time periods: 1-month -2.97%, YTD -3.53%, 1-year -3.22%, 3-year 4.27%, 5-year -0.98%, 10-year 1.51%.

MFBGX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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