MMBIX Mutual Fund

MMBIX Mutual Fund

NAV$12.21
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Returns Overview

1 Month
+3.42%
3 Months
-0.69%
6 Months
-1.67%
YTD
-1.36%
1 Year
-0.76%
3 Years (annualized)
+3.52%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBIX 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 Municipal Bond Investment Grade Intermediate Index(^SAPINI:SP)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
-0.87%
vs Peers
-0.49%

MMBIX Mutual Fund Performance

MMBIX performance across multiple time periods: 1-month 3.42%, YTD -1.36%, 1-year -0.76%, 3-year 3.52%, 5-year 0.34%, 10-year 1.31%.

MMBIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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