MIBLX Mutual Fund

MIBLX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-1.61%
3 Months
-0.73%
6 Months
+9.42%
YTD
+6.62%
1 Year
+9.14%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.07%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIBLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+4.96%
vs Peers
+1.65%

MIBLX Mutual Fund Performance

MIBLX performance across multiple time periods: 1-month -1.61%, YTD 6.62%, 1-year 9.14%, 3-year 13.45%, 5-year 6.07%, 10-year 8.12%.

MIBLX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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