MTBIX Mutual Fund

MTBIX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
-4.16%
3 Months
-6.08%
6 Months
-4.05%
YTD
-4.56%
1 Year
-3.41%
3 Years (annualized)
+3.02%
5 Years (annualized)
-0.28%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTBIX 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)
-4.56%
Peer Avg (YTD)
-3.84%
vs Peers
-0.72%

MTBIX Mutual Fund Performance

MTBIX performance across multiple time periods: 1-month -4.16%, YTD -4.56%, 1-year -3.41%, 3-year 3.02%, 5-year -0.28%, 10-year 1.63%.

MTBIX 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.

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