MBCAX Mutual Fund

MBCAX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
-2.43%
3 Months
-0.72%
6 Months
-0.21%
YTD
+0.21%
1 Year
+6.01%
3 Years (annualized)
+2.49%
5 Years (annualized)
-0.80%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCAX 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)
+0.21%
Peer Avg (YTD)
+0.39%
vs Peers
-0.18%

MBCAX Mutual Fund Performance

MBCAX performance across multiple time periods: 1-month -2.43%, YTD 0.21%, 1-year 6.01%, 3-year 2.49%, 5-year -0.80%, 10-year 1.05%.

MBCAX returns trail the peer average of 0.39% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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