MTBDX Mutual Fund

MTBDX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-4.15%
3 Months
-6.06%
6 Months
-3.92%
YTD
-4.53%
1 Year
-3.27%
3 Years (annualized)
+3.07%
5 Years (annualized)
-0.13%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTBDX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.53%
Peer Avg (YTD)
-3.84%
vs Peers
-0.69%

MTBDX Mutual Fund Performance

MTBDX performance across multiple time periods: 1-month -4.15%, YTD -4.53%, 1-year -3.27%, 3-year 3.07%, 5-year -0.13%, 10-year 2.13%.

MTBDX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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