MBMSX Mutual Fund

NAV$8.84

Returns Overview

1 Month
+0.90%
3 Months
+2.74%
6 Months
+2.28%
YTD
+2.28%
1 Year
+7.13%
3 Years (annualized)
+3.19%
5 Years (annualized)
-0.04%
10 Years (annualized)
+1.01%

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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+1.79%
vs Peers
+0.49%

MBMSX Mutual Fund Performance

MBMSX performance across multiple time periods: 1-month 0.90%, YTD 2.28%, 1-year 7.13%, 3-year 3.19%, 5-year -0.04%, 10-year 1.01%.

MBMSX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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