MBMSX Mutual Fund

MBMSX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
-0.43%
3 Months
-1.54%
6 Months
-2.07%
YTD
-0.20%
1 Year
+4.64%
3 Years (annualized)
+2.82%
5 Years (annualized)
-0.59%
10 Years (annualized)
+0.77%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+0.15%
vs Peers
-0.35%

MBMSX Mutual Fund Performance

MBMSX performance across multiple time periods: 1-month -0.43%, YTD -0.20%, 1-year 4.64%, 3-year 2.82%, 5-year -0.59%, 10-year 0.77%.

MBMSX returns trail the peer average of 0.15% 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.