MBMAX Mutual Fund

MBMAX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-0.46%
3 Months
-1.41%
6 Months
-1.83%
YTD
-0.08%
1 Year
+4.24%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBMAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.15%
vs Peers
-0.23%

MBMAX Mutual Fund Performance

MBMAX performance across multiple time periods: 1-month -0.46%, YTD -0.08%, 1-year 4.24%, 3-year 2.73%, 5-year -0.61%, 10-year 0.83%.

MBMAX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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