MFRBX Mutual Fund

MFRBX Mutual Fund

NAV$50.79
See how much of MFRBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+2.18%
6 Months
+13.83%
YTD
+7.92%
1 Year
+9.76%
3 Years (annualized)
+15.07%
5 Years (annualized)
+7.96%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+9.98%
vs Peers
-2.06%

MFRBX Mutual Fund Performance

MFRBX performance across multiple time periods: 1-month -0.04%, YTD 7.92%, 1-year 9.76%, 3-year 15.07%, 5-year 7.96%, 10-year 12.14%.

MFRBX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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