MFBVX Mutual Fund

NAV$8.77

Returns Overview

1 Month
+0.11%
3 Months
-0.67%
6 Months
-0.67%
YTD
+0.57%
1 Year
+4.51%
3 Years (annualized)
+0.24%
5 Years (annualized)
+0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+22.63%
vs Peers
-22.05%

MFBVX Mutual Fund Performance

MFBVX performance across multiple time periods: 1-month 0.11%, YTD 0.57%, 1-year 4.51%, 3-year 0.24%, 5-year 0.14%.

MFBVX returns trail the peer average of 22.63% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

MFBVX performance comparison shows side-by-side returns with another fund. MFBVX alternatives are available in the Mutual Fund Screener.