MBARX Mutual Fund

MBARX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
-0.53%
3 Months
-1.62%
6 Months
-2.23%
YTD
-0.62%
1 Year
+4.54%
3 Years (annualized)
+2.62%
5 Years (annualized)
-0.46%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+0.15%
vs Peers
-0.77%

MBARX Mutual Fund Performance

MBARX performance across multiple time periods: 1-month -0.53%, YTD -0.62%, 1-year 4.54%, 3-year 2.62%, 5-year -0.46%, 10-year 0.84%.

MBARX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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