MBSAX Mutual Fund

MBSAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+1.31%
3 Months
-0.48%
6 Months
+0.06%
YTD
+1.73%
1 Year
+2.29%
3 Years (annualized)
+10.56%
5 Years (annualized)
+6.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBSAX 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)
+1.73%
Peer Avg (YTD)
+1.93%
vs Peers
-0.20%

MBSAX Mutual Fund Performance

MBSAX performance across multiple time periods: 1-month 1.31%, YTD 1.73%, 1-year 2.29%, 3-year 10.56%, 5-year 6.68%.

MBSAX returns trail the peer average of 1.93% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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