MGBRX Mutual Fund

MGBRX Mutual Fund

NAV$17.86
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Returns Overview

1 Month
-3.75%
3 Months
-0.01%
6 Months
+3.86%
YTD
+4.55%
1 Year
+7.44%
3 Years (annualized)
+10.62%
5 Years (annualized)
+5.25%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGBRX 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
MSCI World Index Net Dividend
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+4.96%
vs Peers
-0.42%

MGBRX Mutual Fund Performance

MGBRX performance across multiple time periods: 1-month -3.75%, YTD 4.55%, 1-year 7.44%, 3-year 10.62%, 5-year 5.25%, 10-year 6.43%.

MGBRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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