MBLCX Mutual Fund

NAV$12.99

Returns Overview

1 Month
+1.16%
3 Months
+0.75%
6 Months
+2.12%
YTD
+1.16%
1 Year
+5.66%
3 Years (annualized)
-3.60%
5 Years (annualized)
+1.42%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBLCX 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)
+1.16%
Peer Avg (YTD)
+2.32%
vs Peers
-1.16%

MBLCX Mutual Fund Performance

MBLCX performance across multiple time periods: 1-month 1.16%, YTD 1.16%, 1-year 5.66%, 3-year -3.60%, 5-year 1.42%, 10-year 4.09%.

MBLCX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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