MGRBX Mutual Fund

MGRBX Mutual Fund

NAV$45.37
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Returns Overview

1 Month
-3.96%
3 Months
+0.86%
6 Months
+6.29%
YTD
+1.87%
1 Year
+3.51%
3 Years (annualized)
+12.52%
5 Years (annualized)
+5.69%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MGRBX 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
MSCI All Country World (ex-US) Growth Index (net div)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+8.68%
vs Peers
-6.81%

MGRBX Mutual Fund Performance

MGRBX performance across multiple time periods: 1-month -3.96%, YTD 1.87%, 1-year 3.51%, 3-year 12.52%, 5-year 5.69%, 10-year 8.80%.

MGRBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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