MBSCX Mutual Fund

MBSCX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-5.19%
3 Months
-7.64%
6 Months
-4.97%
YTD
-5.36%
1 Year
-3.92%
3 Years (annualized)
+2.13%
5 Years (annualized)
-1.58%
10 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBSCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.36%
Peer Avg (YTD)
-3.84%
vs Peers
-1.52%

MBSCX Mutual Fund Performance

MBSCX performance across multiple time periods: 1-month -5.19%, YTD -5.36%, 1-year -3.92%, 3-year 2.13%, 5-year -1.58%, 10-year 0.04%.

MBSCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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