MDBRX Mutual Fund

MDBRX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.56%
3 Months
+0.58%
6 Months
+1.53%
YTD
+3.22%
1 Year
+5.51%
3 Years (annualized)
+5.45%
5 Years (annualized)
-0.52%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBRX 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)
+3.22%
Peer Avg (YTD)
+2.15%
vs Peers
+1.06%

MDBRX Mutual Fund Performance

MDBRX performance across multiple time periods: 1-month 0.56%, YTD 3.22%, 1-year 5.51%, 3-year 5.45%, 5-year -0.52%, 10-year 1.68%.

MDBRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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