MBXIX Mutual Fund

NAV$46.06

Returns Overview

1 Month
+2.84%
3 Months
+5.55%
6 Months
+16.02%
YTD
+14.97%
1 Year
+20.45%
3 Years (annualized)
+11.59%
5 Years (annualized)
+7.88%
10 Years (annualized)
+8.71%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+3.47%
vs Peers
+11.50%

MBXIX Mutual Fund Performance

MBXIX performance across multiple time periods: 1-month 2.84%, YTD 14.97%, 1-year 20.45%, 3-year 11.59%, 5-year 7.88%, 10-year 8.71%.

MBXIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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