MBNYX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+1.12%
3 Months
+3.04%
6 Months
+2.62%
YTD
+2.62%
1 Year
+7.30%
3 Years (annualized)
+3.56%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBNYX 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

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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)
+2.62%
Peer Avg (YTD)
+1.79%
vs Peers
+0.83%

MBNYX Mutual Fund Performance

MBNYX performance across multiple time periods: 1-month 1.12%, YTD 2.62%, 1-year 7.30%, 3-year 3.56%, 5-year -0.12%, 10-year 1.20%.

MBNYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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