MBBIX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+1.82%
3 Months
+5.43%
6 Months
+4.48%
YTD
+6.84%
1 Year
+7.53%
3 Years (annualized)
+11.11%
5 Years (annualized)
+8.31%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBBIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+5.90%
vs Peers
+0.94%

MBBIX Mutual Fund Performance

MBBIX performance across multiple time periods: 1-month 1.82%, YTD 6.84%, 1-year 7.53%, 3-year 11.11%, 5-year 8.31%, 10-year 8.70%.

MBBIX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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