MBDIX Mutual Fund

MBDIX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-1.63%
3 Months
-0.71%
6 Months
-0.95%
YTD
-0.47%
1 Year
+2.61%
3 Years (annualized)
+4.86%
5 Years (annualized)
-0.14%
10 Years (annualized)
+2.52%

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
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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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
+0.12%
vs Peers
-0.59%

MBDIX Mutual Fund Performance

MBDIX performance across multiple time periods: 1-month -1.63%, YTD -0.47%, 1-year 2.61%, 3-year 4.86%, 5-year -0.14%, 10-year 2.52%.

MBDIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.51%, 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.