MBWVX Mutual Fund

MBWVX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-0.37%
3 Months
-1.32%
6 Months
-1.67%
YTD
-0.11%
1 Year
+4.83%
3 Years (annualized)
+2.76%
5 Years (annualized)
-0.39%
10 Years (annualized)
+0.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBWVX 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
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📉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)
-0.11%
Peer Avg (YTD)
+0.15%
vs Peers
-0.26%

MBWVX Mutual Fund Performance

MBWVX performance across multiple time periods: 1-month -0.37%, YTD -0.11%, 1-year 4.83%, 3-year 2.76%, 5-year -0.39%, 10-year 0.83%.

MBWVX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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