MMBRX Mutual Fund

NAV$12.03

Returns Overview

1 Month
+1.77%
3 Months
+5.26%
6 Months
+4.07%
YTD
+6.38%
1 Year
+6.88%
3 Years (annualized)
+10.35%
5 Years (annualized)
+7.57%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+5.90%
vs Peers
+0.49%

MMBRX Mutual Fund Performance

MMBRX performance across multiple time periods: 1-month 1.77%, YTD 6.38%, 1-year 6.88%, 3-year 10.35%, 5-year 7.57%, 10-year 6.66%.

MMBRX returns outperform the peer average of 5.90% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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