MMBIX Mutual Fund

NAV$12.31

Returns Overview

1 Month
+0.50%
3 Months
+1.76%
6 Months
+1.16%
YTD
+1.16%
1 Year
+5.25%
3 Years (annualized)
+3.27%
5 Years (annualized)
+0.89%
10 Years (annualized)
+1.55%

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
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
S&P Municipal Bond Investment Grade Intermediate Index(^SAPINI:SP)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.79%
vs Peers
-0.62%

MMBIX Mutual Fund Performance

MMBIX performance across multiple time periods: 1-month 0.50%, YTD 1.16%, 1-year 5.25%, 3-year 3.27%, 5-year 0.89%, 10-year 1.55%.

MMBIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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