MBLAX Mutual Fund

NAV$13.30

Returns Overview

1 Month
-0.86%
3 Months
+0.81%
6 Months
+2.82%
YTD
+2.50%
1 Year
+5.95%
3 Years (annualized)
+1.99%
5 Years (annualized)
+0.54%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBLAX 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
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+5.87%
vs Peers
-3.37%

MBLAX Mutual Fund Performance

MBLAX performance across multiple time periods: 1-month -0.86%, YTD 2.50%, 1-year 5.95%, 3-year 1.99%, 5-year 0.54%, 10-year 4.97%.

MBLAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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