MBWVX Mutual Fund

MBWVX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-5.19%
3 Months
-7.27%
6 Months
-4.74%
YTD
-5.29%
1 Year
-4.05%
3 Years (annualized)
+2.76%
5 Years (annualized)
-0.39%
10 Years (annualized)
+0.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBWVX 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
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📉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)
-5.29%
Peer Avg (YTD)
-3.84%
vs Peers
-1.45%

MBWVX Mutual Fund Performance

MBWVX performance across multiple time periods: 1-month -5.19%, YTD -5.29%, 1-year -4.05%, 3-year 2.76%, 5-year -0.39%, 10-year 0.83%.

MBWVX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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