MBXFX Mutual Fund

MBXFX Mutual Fund

NAV$46.35
See how much of MBXFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.33%
3 Months
+2.89%
6 Months
+8.33%
YTD
+17.72%
1 Year
+20.64%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.80%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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%

MBXFX Mutual Fund Performance

MBXFX performance across multiple time periods: 1-month 5.33%, YTD 17.72%, 1-year 20.64%, 3-year 8.95%, 5-year 6.80%, 10-year 6.69%.

MBXFX 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.

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