MDBSX Mutual Fund

MDBSX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
+0.72%
3 Months
+0.82%
6 Months
+1.81%
YTD
+3.74%
1 Year
+6.27%
3 Years (annualized)
+5.96%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.24%

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
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🏦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)
+3.74%
Peer Avg (YTD)
+2.15%
vs Peers
+1.58%

MDBSX Mutual Fund Performance

MDBSX performance across multiple time periods: 1-month 0.72%, YTD 3.74%, 1-year 6.27%, 3-year 5.96%, 5-year -0.02%, 10-year 2.24%.

MDBSX returns outperform the peer average of 2.15% 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.