MBLAX Mutual Fund

MBLAX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-3.58%
3 Months
-0.60%
6 Months
+0.20%
YTD
+1.88%
1 Year
+3.03%
3 Years (annualized)
+2.59%
5 Years (annualized)
+0.54%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBLAX 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
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+4.96%
vs Peers
-3.08%

MBLAX Mutual Fund Performance

MBLAX performance across multiple time periods: 1-month -3.58%, YTD 1.88%, 1-year 3.03%, 3-year 2.59%, 5-year 0.54%, 10-year 5.10%.

MBLAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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