MBABX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+1.06%
3 Months
+2.89%
6 Months
+2.42%
YTD
+2.42%
1 Year
+7.14%
3 Years (annualized)
+3.25%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBABX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+1.79%
vs Peers
+0.63%

MBABX Mutual Fund Performance

MBABX performance across multiple time periods: 1-month 1.06%, YTD 2.42%, 1-year 7.14%, 3-year 3.25%, 5-year -0.16%, 10-year 1.01%.

MBABX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

MBABX performance comparison shows side-by-side returns with another fund. MBABX alternatives are available in the Mutual Fund Screener.