MFBFX Mutual Fund

MFBFX Mutual Fund

NAV$11.81
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Returns Overview

1 Month
-2.82%
3 Months
-3.98%
6 Months
-2.55%
YTD
-2.97%
1 Year
-2.48%
3 Years (annualized)
+5.05%
5 Years (annualized)
-0.24%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBFX 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
Bloomberg Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-2.97%
Peer Avg (YTD)
+0.50%
vs Peers
-3.47%

MFBFX Mutual Fund Performance

MFBFX performance across multiple time periods: 1-month -2.82%, YTD -2.97%, 1-year -2.48%, 3-year 5.05%, 5-year -0.24%, 10-year 2.29%.

MFBFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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