MAMBX Mutual Fund

MAMBX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-1.64%
3 Months
-1.91%
6 Months
-1.42%
YTD
-1.52%
1 Year
-0.49%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.37%
10 Years (annualized)
+28.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMBX 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 US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+0.50%
vs Peers
-2.02%

MAMBX Mutual Fund Performance

MAMBX performance across multiple time periods: 1-month -1.64%, YTD -1.52%, 1-year -0.49%, 3-year 3.36%, 5-year 0.37%, 10-year 28.93%.

MAMBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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