MBMAX Mutual Fund

MBMAX Mutual Fund

NAV$9.57
See how much of MBMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.57%
3 Months
-6.83%
6 Months
-4.29%
YTD
-4.64%
1 Year
-3.28%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBMAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.64%
Peer Avg (YTD)
-3.84%
vs Peers
-0.80%

MBMAX Mutual Fund Performance

MBMAX performance across multiple time periods: 1-month -4.57%, YTD -4.64%, 1-year -3.28%, 3-year 2.73%, 5-year -0.61%, 10-year 0.83%.

MBMAX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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