MBLDX Mutual Fund

MBLDX Mutual Fund

NAV$12.83
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Returns Overview

1 Month
+1.76%
3 Months
+5.45%
6 Months
+4.42%
YTD
+6.77%
1 Year
+7.44%
3 Years (annualized)
+10.99%
5 Years (annualized)
+8.21%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBLDX 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)
+6.77%
Peer Avg (YTD)
+5.90%
vs Peers
+0.88%

MBLDX Mutual Fund Performance

MBLDX performance across multiple time periods: 1-month 1.76%, YTD 6.77%, 1-year 7.44%, 3-year 10.99%, 5-year 8.21%, 10-year 8.58%.

MBLDX returns outperform the peer average of 5.90% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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