MBXCX Mutual Fund

MBXCX Mutual Fund

NAV$46.75
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Returns Overview

1 Month
+5.33%
3 Months
+2.91%
6 Months
+8.33%
YTD
+17.72%
1 Year
+20.65%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.80%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXCX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+17.72%
Peer Avg (YTD)
+5.40%
vs Peers
+12.32%

MBXCX Mutual Fund Performance

MBXCX performance across multiple time periods: 1-month 5.33%, YTD 17.72%, 1-year 20.65%, 3-year 8.95%, 5-year 6.80%, 10-year 7.14%.

MBXCX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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