MFRBX Mutual Fund

MFRBX Mutual Fund

NAV$48.84
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Returns Overview

1 Month
+0.49%
3 Months
+2.97%
6 Months
+4.82%
YTD
+6.14%
1 Year
+11.17%
3 Years (annualized)
+13.73%
5 Years (annualized)
+8.14%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+9.41%
vs Peers
-3.27%

MFRBX Mutual Fund Performance

MFRBX performance across multiple time periods: 1-month 0.49%, YTD 6.14%, 1-year 11.17%, 3-year 13.73%, 5-year 8.14%, 10-year 12.00%.

MFRBX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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