MBAAX Mutual Fund

MBAAX Mutual Fund

NAV$20.40
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Returns Overview

1 Month
-1.84%
3 Months
-0.73%
6 Months
+8.40%
YTD
+5.41%
1 Year
+8.07%
3 Years (annualized)
+12.80%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAAX 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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+4.96%
vs Peers
+0.44%

MBAAX Mutual Fund Performance

MBAAX performance across multiple time periods: 1-month -1.84%, YTD 5.41%, 1-year 8.07%, 3-year 12.80%, 5-year 5.12%, 10-year 7.18%.

MBAAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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