MBXIX Mutual Fund

MBXIX Mutual Fund

NAV$45.87
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Returns Overview

1 Month
-1.96%
3 Months
+0.30%
6 Months
+9.35%
YTD
+13.75%
1 Year
+16.42%
3 Years (annualized)
+10.39%
5 Years (annualized)
+7.54%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXIX 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
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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)
+13.75%
Peer Avg (YTD)
+2.39%
vs Peers
+11.36%

MBXIX Mutual Fund Performance

MBXIX performance across multiple time periods: 1-month -1.96%, YTD 13.75%, 1-year 16.42%, 3-year 10.39%, 5-year 7.54%, 10-year 7.75%.

MBXIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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