MXGBX Mutual Fund

MXGBX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
-2.76%
3 Months
-3.33%
6 Months
-2.76%
YTD
-4.58%
1 Year
-4.74%
3 Years (annualized)
+3.24%
5 Years (annualized)
-1.75%
10 Years (annualized)
+0.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGBX 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 Global Aggregate Index
This Mutual Fund (YTD)
-4.58%
Peer Avg (YTD)
-1.59%
vs Peers
-3.00%

MXGBX Mutual Fund Performance

MXGBX performance across multiple time periods: 1-month -2.76%, YTD -4.58%, 1-year -4.74%, 3-year 3.24%, 5-year -1.75%, 10-year 0.23%.

MXGBX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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