MNBIX Mutual Fund

MNBIX Mutual Fund

NAV$20.18
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Returns Overview

1 Month
+1.08%
3 Months
+3.24%
6 Months
+2.12%
YTD
+3.56%
1 Year
+8.98%
3 Years (annualized)
+8.42%
5 Years (annualized)
+3.49%
10 Years (annualized)
+6.12%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+5.54%
vs Peers
-1.98%

MNBIX Mutual Fund Performance

MNBIX performance across multiple time periods: 1-month 1.08%, YTD 3.56%, 1-year 8.98%, 3-year 8.42%, 5-year 3.49%, 10-year 6.12%.

MNBIX returns trail the peer average of 5.54% 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.