MBDFX Mutual Fund

MBDFX Mutual Fund

NAV$8.74
See how much of MBDFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.34%
3 Months
-0.22%
6 Months
-0.04%
YTD
+1.20%
1 Year
+2.11%
3 Years (annualized)
+8.97%
5 Years (annualized)
+2.94%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBDFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+1.93%
vs Peers
-0.72%

MBDFX Mutual Fund Performance

MBDFX performance across multiple time periods: 1-month 2.34%, YTD 1.20%, 1-year 2.11%, 3-year 8.97%, 5-year 2.94%, 10-year 4.04%.

MBDFX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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