MBAAX Mutual Fund

MBAAX Mutual Fund

NAV$19.84
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Returns Overview

1 Month
-1.38%
3 Months
-1.58%
6 Months
-0.10%
YTD
+3.95%
1 Year
+5.26%
3 Years (annualized)
+13.80%
5 Years (annualized)
+4.56%
10 Years (annualized)
+6.83%

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)
+3.95%
Peer Avg (YTD)
+5.28%
vs Peers
-1.33%

MBAAX Mutual Fund Performance

MBAAX performance across multiple time periods: 1-month -1.38%, YTD 3.95%, 1-year 5.26%, 3-year 13.80%, 5-year 4.56%, 10-year 6.83%.

MBAAX returns trail the peer average of 5.28% 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.