MAMBX Mutual Fund

MAMBX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+1.52%
3 Months
-0.01%
6 Months
-0.14%
YTD
-0.03%
1 Year
+0.62%
3 Years (annualized)
+4.48%
5 Years (annualized)
+0.86%
10 Years (annualized)
+26.44%

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
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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)
-0.03%
Peer Avg (YTD)
+1.93%
vs Peers
-1.95%

MAMBX Mutual Fund Performance

MAMBX performance across multiple time periods: 1-month 1.52%, YTD -0.03%, 1-year 0.62%, 3-year 4.48%, 5-year 0.86%, 10-year 26.44%.

MAMBX returns trail the peer average of 1.93% 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.