MGBKX Mutual Fund

MGBKX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
-2.12%
3 Months
-3.49%
6 Months
-1.97%
YTD
-2.71%
1 Year
-2.26%
3 Years (annualized)
+3.60%
5 Years (annualized)
-0.31%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBKX 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 Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-2.71%
Peer Avg (YTD)
-1.59%
vs Peers
-1.13%

MGBKX Mutual Fund Performance

MGBKX performance across multiple time periods: 1-month -2.12%, YTD -2.71%, 1-year -2.26%, 3-year 3.60%, 5-year -0.31%, 10-year 0.88%.

MGBKX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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