MDBFX Mutual Fund

MDBFX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
+0.57%
3 Months
+0.73%
6 Months
+1.63%
YTD
+3.50%
1 Year
+5.77%
3 Years (annualized)
+6.77%
5 Years (annualized)
+0.32%
10 Years (annualized)
+2.23%

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)
+3.50%
Peer Avg (YTD)
+2.15%
vs Peers
+1.35%

MDBFX Mutual Fund Performance

MDBFX performance across multiple time periods: 1-month 0.57%, YTD 3.50%, 1-year 5.77%, 3-year 6.77%, 5-year 0.32%, 10-year 2.23%.

MDBFX returns outperform the peer average of 2.15% 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.