MBARX Mutual Fund

MBARX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+4.21%
3 Months
-1.93%
6 Months
-2.67%
YTD
-2.01%
1 Year
-1.79%
3 Years (annualized)
+4.11%
5 Years (annualized)
-0.57%
10 Years (annualized)
+0.79%

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)
-2.01%
Peer Avg (YTD)
-0.87%
vs Peers
-1.15%

MBARX Mutual Fund Performance

MBARX performance across multiple time periods: 1-month 4.21%, YTD -2.01%, 1-year -1.79%, 3-year 4.11%, 5-year -0.57%, 10-year 0.79%.

MBARX returns trail the peer average of -0.87% 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.