MBAYX Mutual Fund

NAV$13.94

Returns Overview

1 Month
+1.75%
3 Months
+5.38%
6 Months
+4.35%
YTD
+6.68%
1 Year
+7.35%
3 Years (annualized)
+10.91%
5 Years (annualized)
+8.10%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+5.90%
vs Peers
+0.78%

MBAYX Mutual Fund Performance

MBAYX performance across multiple time periods: 1-month 1.75%, YTD 6.68%, 1-year 7.35%, 3-year 10.91%, 5-year 8.10%, 10-year 8.47%.

MBAYX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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