MBMSX Mutual Fund

MBMSX Mutual Fund

NAV$8.63
See how much of MBMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.39%
3 Months
-2.24%
6 Months
-2.89%
YTD
-2.01%
1 Year
-1.77%
3 Years (annualized)
+3.77%
5 Years (annualized)
-0.75%
10 Years (annualized)
+0.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBMSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
-0.87%
vs Peers
-1.14%

MBMSX Mutual Fund Performance

MBMSX performance across multiple time periods: 1-month 3.39%, YTD -2.01%, 1-year -1.77%, 3-year 3.77%, 5-year -0.75%, 10-year 0.57%.

MBMSX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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