MBNCX Mutual Fund

MBNCX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
-5.44%
3 Months
-8.04%
6 Months
-5.37%
YTD
-5.75%
1 Year
-4.25%
3 Years (annualized)
+2.66%
5 Years (annualized)
-0.60%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBNCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.75%
Peer Avg (YTD)
-3.84%
vs Peers
-1.91%

MBNCX Mutual Fund Performance

MBNCX performance across multiple time periods: 1-month -5.44%, YTD -5.75%, 1-year -4.25%, 3-year 2.66%, 5-year -0.60%, 10-year 0.79%.

MBNCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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