MAMBX Mutual Fund

MAMBX Mutual Fund

NAV$9.61
See how much of MAMBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
-0.13%
6 Months
-0.22%
YTD
-0.01%
1 Year
+2.62%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
BLOOMBERG US INTERMEDIATE GOVERNMENT/CREDIT BOND INDEX
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+0.12%
vs Peers
-0.13%

MAMBX Mutual Fund Performance

MAMBX performance across multiple time periods: 1-month -0.41%, YTD -0.01%, 1-year 2.62%, 3-year 3.31%, 5-year 0.31%, 10-year 1.60%.

MAMBX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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