MBXAX Mutual Fund

MBXAX Mutual Fund

NAV$45.54
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Returns Overview

1 Month
+2.81%
3 Months
+5.49%
6 Months
+15.85%
YTD
+14.82%
1 Year
+20.13%
3 Years (annualized)
+11.31%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.41%

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)
+14.82%
Peer Avg (YTD)
+3.47%
vs Peers
+11.35%

MBXAX Mutual Fund Performance

MBXAX performance across multiple time periods: 1-month 2.81%, YTD 14.82%, 1-year 20.13%, 3-year 11.31%, 5-year 7.61%, 10-year 8.41%.

MBXAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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