MCBLX Mutual Fund

MCBLX Mutual Fund

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Returns Overview

1 Month
-1.18%
3 Months
-0.37%
6 Months
-0.40%
YTD
+0.15%
1 Year
+3.64%
3 Years (annualized)
+5.21%
5 Years (annualized)
-0.09%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCBLX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.12%
vs Peers
+0.03%

MCBLX Mutual Fund Performance

MCBLX performance across multiple time periods: 1-month -1.18%, YTD 0.15%, 1-year 3.64%, 3-year 5.21%, 5-year -0.09%, 10-year 1.87%.

MCBLX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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