MBOAX Mutual Fund

MBOAX Mutual Fund

NAV$8.99
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Returns Overview

1 Month
+0.42%
3 Months
+0.67%
6 Months
+0.54%
YTD
+0.65%
1 Year
+3.54%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBOAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+3.23%
vs Peers
-2.58%

MBOAX Mutual Fund Performance

MBOAX performance across multiple time periods: 1-month 0.42%, YTD 0.65%, 1-year 3.54%, 3-year 4.10%, 5-year -0.08%, 10-year 1.51%.

MBOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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