MBXFX Mutual Fund

MBXFX Mutual Fund

NAV$45.99
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Returns Overview

1 Month
-0.30%
3 Months
+0.37%
6 Months
+6.15%
YTD
+11.76%
1 Year
+15.21%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.80%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.76%
Peer Avg (YTD)
+4.75%
vs Peers
+7.01%

MBXFX Mutual Fund Performance

MBXFX performance across multiple time periods: 1-month -0.30%, YTD 11.76%, 1-year 15.21%, 3-year 8.95%, 5-year 6.80%, 10-year 6.69%.

MBXFX returns outperform the peer average of 4.75% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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