MBDIX Mutual Fund

MBDIX Mutual Fund

NAV$11.98
See how much of MBDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
-0.67%
6 Months
-1.38%
YTD
-1.14%
1 Year
-0.97%
3 Years (annualized)
+6.54%
5 Years (annualized)
-0.04%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBDIX 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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+1.93%
vs Peers
-3.06%

MBDIX Mutual Fund Performance

MBDIX performance across multiple time periods: 1-month 1.70%, YTD -1.14%, 1-year -0.97%, 3-year 6.54%, 5-year -0.04%, 10-year 2.44%.

MBDIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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