MIBLX Mutual Fund

MIBLX Mutual Fund

NAV$15.71
See how much of MIBLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.47%
3 Months
+1.15%
6 Months
+5.44%
YTD
+8.37%
1 Year
+13.79%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.07%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIBLX 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)
+8.37%
Peer Avg (YTD)
+6.28%
vs Peers
+2.08%

MIBLX Mutual Fund Performance

MIBLX performance across multiple time periods: 1-month 1.47%, YTD 8.37%, 1-year 13.79%, 3-year 13.45%, 5-year 6.07%, 10-year 8.12%.

MIBLX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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