MDBSX Mutual Fund

MDBSX Mutual Fund

NAV$8.14
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Returns Overview

3 Months
-1.02%
6 Months
-0.04%
YTD
+1.95%
1 Year
+2.31%
3 Years (annualized)
+8.00%
5 Years (annualized)
+0.43%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBSX 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)
+1.95%
Peer Avg (YTD)
+1.93%
vs Peers
+0.02%

MDBSX Mutual Fund Performance

MDBSX performance across multiple time periods: YTD 1.95%, 1-year 2.31%, 3-year 8.00%, 5-year 0.43%, 10-year 2.48%.

MDBSX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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