MDBAX Mutual Fund

MDBAX Mutual Fund

NAV$19.50
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Returns Overview

1 Month
-4.02%
3 Months
+1.85%
6 Months
+15.82%
YTD
+10.63%
1 Year
+18.96%
3 Years (annualized)
+20.12%
5 Years (annualized)
+12.62%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+10.00%
vs Peers
+0.63%

MDBAX Mutual Fund Performance

MDBAX performance across multiple time periods: 1-month -4.02%, YTD 10.63%, 1-year 18.96%, 3-year 20.12%, 5-year 12.62%, 10-year 11.31%.

MDBAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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