MDBFX Mutual Fund

MDBFX Mutual Fund

NAV$8.17
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Returns Overview

3 Months
-1.07%
6 Months
-0.06%
YTD
+1.81%
1 Year
+1.98%
3 Years (annualized)
+7.70%
5 Years (annualized)
+0.11%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBFX 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)
+1.81%
Peer Avg (YTD)
+1.93%
vs Peers
-0.12%

MDBFX Mutual Fund Performance

MDBFX performance across multiple time periods: YTD 1.81%, 1-year 1.98%, 3-year 7.70%, 5-year 0.11%, 10-year 2.14%.

MDBFX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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