MBRRX Mutual Fund

MBRRX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+0.52%
3 Months
-0.97%
6 Months
-1.80%
YTD
-0.31%
1 Year
+1.61%
3 Years (annualized)
+4.79%
5 Years (annualized)
-0.49%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBRRX 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 Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+2.15%
vs Peers
-2.47%

MBRRX Mutual Fund Performance

MBRRX performance across multiple time periods: 1-month 0.52%, YTD -0.31%, 1-year 1.61%, 3-year 4.79%, 5-year -0.49%, 10-year 2.04%.

MBRRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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