MBPAX Mutual Fund

MBPAX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-4.63%
3 Months
-6.74%
6 Months
-4.21%
YTD
-4.57%
1 Year
-3.10%
3 Years (annualized)
+3.08%
5 Years (annualized)
-0.41%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBPAX 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)
-4.57%
Peer Avg (YTD)
-3.84%
vs Peers
-0.73%

MBPAX Mutual Fund Performance

MBPAX performance across multiple time periods: 1-month -4.63%, YTD -4.57%, 1-year -3.10%, 3-year 3.08%, 5-year -0.41%, 10-year 1.20%.

MBPAX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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