MBAAX Mutual Fund

MBAAX Mutual Fund

NAV$20.62
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Returns Overview

1 Month
-0.54%
3 Months
+1.50%
6 Months
+3.36%
YTD
+5.62%
1 Year
+13.33%
3 Years (annualized)
+11.30%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAAX 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
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📉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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+5.54%
vs Peers
+0.08%

MBAAX Mutual Fund Performance

MBAAX performance across multiple time periods: 1-month -0.54%, YTD 5.62%, 1-year 13.33%, 3-year 11.30%, 5-year 4.96%, 10-year 7.05%.

MBAAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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