MRBHX Mutual Fund

MRBHX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-2.63%
3 Months
-3.53%
6 Months
-2.83%
YTD
-2.63%
1 Year
-1.95%
3 Years (annualized)
+4.42%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBHX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.63%
Peer Avg (YTD)
+0.50%
vs Peers
-3.13%

MRBHX Mutual Fund Performance

MRBHX performance across multiple time periods: 1-month -2.63%, YTD -2.63%, 1-year -1.95%, 3-year 4.42%, 5-year -0.10%, 10-year 1.70%.

MRBHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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