MDBYX Mutual Fund

MDBYX Mutual Fund

NAV$8.30
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Returns Overview

3 Months
-0.99%
6 Months
-0.03%
YTD
+1.92%
1 Year
+2.26%
3 Years (annualized)
+7.95%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBYX 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)
+1.92%
Peer Avg (YTD)
+1.93%
vs Peers
-0.01%

MDBYX Mutual Fund Performance

MDBYX performance across multiple time periods: YTD 1.92%, 1-year 2.26%, 3-year 7.95%, 5-year 0.34%, 10-year 2.38%.

MDBYX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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