MBDIX Mutual Fund

NAV$12.17

Returns Overview

1 Month
+0.22%
3 Months
+1.55%
6 Months
+1.02%
YTD
+1.18%
1 Year
+4.40%
3 Years (annualized)
+5.58%
5 Years (annualized)
+0.44%
10 Years (annualized)
+2.85%

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

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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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-2.05%

MBDIX Mutual Fund Performance

MBDIX performance across multiple time periods: 1-month 0.22%, YTD 1.18%, 1-year 4.40%, 3-year 5.58%, 5-year 0.44%, 10-year 2.85%.

MBDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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