MABDX Mutual Fund

MABDX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+0.35%
3 Months
-0.69%
6 Months
-2.17%
YTD
-0.26%
1 Year
+1.76%
3 Years (annualized)
+3.72%
5 Years (annualized)
-0.64%
10 Years (annualized)
+28.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MABDX 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)
-0.26%
Peer Avg (YTD)
+2.15%
vs Peers
-2.42%

MABDX Mutual Fund Performance

MABDX performance across multiple time periods: 1-month 0.35%, YTD -0.26%, 1-year 1.76%, 3-year 3.72%, 5-year -0.64%, 10-year 28.71%.

MABDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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