MBSAX Mutual Fund

MBSAX Mutual Fund

NAV$13.63
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Returns Overview

1 Month
-2.71%
3 Months
-3.09%
6 Months
+1.57%
YTD
+0.41%
1 Year
+1.76%
3 Years (annualized)
+9.82%
5 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBSAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+0.50%
vs Peers
-0.09%

MBSAX Mutual Fund Performance

MBSAX performance across multiple time periods: 1-month -2.71%, YTD 0.41%, 1-year 1.76%, 3-year 9.82%, 5-year 6.94%.

MBSAX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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