MBFAX Mutual Fund

MBFAX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
+0.14%
3 Months
+0.62%
6 Months
+0.53%
YTD
+0.71%
1 Year
+3.56%
3 Years (annualized)
+4.05%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBFAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+3.23%
vs Peers
-2.52%

MBFAX Mutual Fund Performance

MBFAX performance across multiple time periods: 1-month 0.14%, YTD 0.71%, 1-year 3.56%, 3-year 4.05%, 5-year -0.16%, 10-year 1.31%.

MBFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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