MFBIX Mutual Fund

MFBIX Mutual Fund

NAV$8.78
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Returns Overview

3 Months
-0.71%
6 Months
-0.66%
YTD
+0.46%
1 Year
+4.64%
3 Years (annualized)
+0.48%
5 Years (annualized)
+0.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBIX 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)
+0.46%
Peer Avg (YTD)
+22.63%
vs Peers
-22.17%

MFBIX Mutual Fund Performance

MFBIX performance across multiple time periods: YTD 0.46%, 1-year 4.64%, 3-year 0.48%, 5-year 0.37%.

MFBIX returns trail the peer average of 22.63% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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