MBLAX Mutual Fund

MBLAX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
+1.29%
3 Months
+2.21%
6 Months
+1.37%
YTD
+5.67%
1 Year
+7.00%
3 Years (annualized)
+2.59%
5 Years (annualized)
+0.54%
10 Years (annualized)
+5.10%

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
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📉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
Ice Bank Of America Merrill Lynch Us Corporate, Government & Mortgage Index
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+6.28%
vs Peers
-0.62%

MBLAX Mutual Fund Performance

MBLAX performance across multiple time periods: 1-month 1.29%, YTD 5.67%, 1-year 7.00%, 3-year 2.59%, 5-year 0.54%, 10-year 5.10%.

MBLAX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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