MBBRX Mutual Fund

NAV$12.13

Returns Overview

1 Month
+1.75%
3 Months
+5.30%
6 Months
+4.12%
YTD
+6.42%
1 Year
+7.01%
3 Years (annualized)
+10.57%
5 Years (annualized)
+7.81%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBBRX 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)
+6.42%
Peer Avg (YTD)
+5.90%
vs Peers
+0.52%

MBBRX Mutual Fund Performance

MBBRX performance across multiple time periods: 1-month 1.75%, YTD 6.42%, 1-year 7.01%, 3-year 10.57%, 5-year 7.81%, 10-year 9.21%.

MBBRX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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