MKTBX Mutual Fund

MKTBX Mutual Fund

NAV$9.27
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Returns Overview

3 Months
+0.22%
6 Months
-0.22%
YTD
-0.25%
1 Year
+0.25%
3 Years (annualized)
+1.22%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKTBX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
-2.04%
vs Peers
+1.78%

MKTBX Mutual Fund Performance

MKTBX performance across multiple time periods: YTD -0.25%, 1-year 0.25%, 3-year 1.22%, 5-year -0.30%, 10-year 1.96%.

MKTBX returns outperform the peer average of -2.04% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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