MBXAX Mutual Fund

MBXAX Mutual Fund

NAV$47.50
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Returns Overview

1 Month
-1.98%
3 Months
+0.24%
6 Months
+9.20%
YTD
+13.56%
1 Year
+16.14%
3 Years (annualized)
+10.11%
5 Years (annualized)
+7.28%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+2.39%
vs Peers
+11.17%

MBXAX Mutual Fund Performance

MBXAX performance across multiple time periods: 1-month -1.98%, YTD 13.56%, 1-year 16.14%, 3-year 10.11%, 5-year 7.28%, 10-year 7.49%.

MBXAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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