MUBFX Mutual Fund

MUBFX Mutual Fund

NAV$38.49
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Returns Overview

1 Month
-4.18%
3 Months
+1.85%
6 Months
+10.02%
YTD
+9.15%
1 Year
+15.05%
3 Years (annualized)
+14.25%
5 Years (annualized)
+9.23%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUBFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+10.00%
vs Peers
-0.85%

MUBFX Mutual Fund Performance

MUBFX performance across multiple time periods: 1-month -4.18%, YTD 9.15%, 1-year 15.05%, 3-year 14.25%, 5-year 9.23%, 10-year 12.66%.

MUBFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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