MDBSX Mutual Fund

MDBSX Mutual Fund

NAV$8.32
See how much of MDBSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.26%
3 Months
+0.99%
6 Months
+2.28%
YTD
+3.00%
1 Year
+6.65%
3 Years (annualized)
+6.86%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.18%

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
PROUpgrade to run

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)
+3.00%
Peer Avg (YTD)
+0.12%
vs Peers
+2.88%

MDBSX Mutual Fund Performance

MDBSX performance across multiple time periods: 1-month -0.26%, YTD 3.00%, 1-year 6.65%, 3-year 6.86%, 5-year 0.61%, 10-year 2.18%.

MDBSX returns outperform the peer average of 0.12% 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.