MGBAX Mutual Fund

MGBAX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
-2.04%
3 Months
-3.29%
6 Months
-1.58%
YTD
-2.13%
1 Year
-1.49%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
-1.59%
vs Peers
-0.55%

MGBAX Mutual Fund Performance

MGBAX performance across multiple time periods: 1-month -2.04%, YTD -2.13%, 1-year -1.49%, 3-year 4.42%, 5-year 0.46%, 10-year 1.66%.

MGBAX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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