MBXIX Mutual Fund

MBXIX Mutual Fund

NAV$49.25
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Returns Overview

1 Month
+5.41%
3 Months
+3.15%
6 Months
+8.87%
YTD
+18.59%
1 Year
+21.87%
3 Years (annualized)
+10.05%
5 Years (annualized)
+7.87%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXIX 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)
+18.59%
Peer Avg (YTD)
+5.40%
vs Peers
+13.19%

MBXIX Mutual Fund Performance

MBXIX performance across multiple time periods: 1-month 5.41%, YTD 18.59%, 1-year 21.87%, 3-year 10.05%, 5-year 7.87%, 10-year 8.22%.

MBXIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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