MNBIX Mutual Fund

MNBIX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
+1.67%
3 Months
+2.29%
6 Months
+3.61%
YTD
+5.51%
1 Year
+9.34%
3 Years (annualized)
+3.56%
5 Years (annualized)
-2.98%
10 Years (annualized)
-1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNBIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+6.28%
vs Peers
-0.77%

MNBIX Mutual Fund Performance

MNBIX performance across multiple time periods: 1-month 1.67%, YTD 5.51%, 1-year 9.34%, 3-year 3.56%, 5-year -2.98%, 10-year -1.33%.

MNBIX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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