MBFIX Mutual Fund

MBFIX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
-2.77%
3 Months
-3.75%
6 Months
-3.08%
YTD
-2.95%
1 Year
-2.51%
3 Years (annualized)
+4.23%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBFIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
+0.50%
vs Peers
-3.44%

MBFIX Mutual Fund Performance

MBFIX performance across multiple time periods: 1-month -2.77%, YTD -2.95%, 1-year -2.51%, 3-year 4.23%, 5-year -0.23%, 10-year 1.51%.

MBFIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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