MBRRX Mutual Fund

MBRRX Mutual Fund

NAV$12.22
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.18%
3 Months
+1.43%
6 Months
+0.77%
YTD
+0.85%
1 Year
+3.88%
3 Years (annualized)
+5.08%
5 Years (annualized)
-0.05%
10 Years (annualized)
+2.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.85%
Peer Avg (YTD)
+3.23%
vs Peers
-2.38%

MBRRX Mutual Fund Performance

MBRRX performance across multiple time periods: 1-month 0.18%, YTD 0.85%, 1-year 3.88%, 3-year 5.08%, 5-year -0.05%, 10-year 2.34%.

MBRRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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