MNBRX Mutual Fund

NAV$20.14

Returns Overview

1 Month
+0.44%
3 Months
+7.15%
6 Months
+2.47%
YTD
+2.21%
1 Year
+6.77%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.95%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNBRX 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)
+2.21%
Peer Avg (YTD)
+5.87%
vs Peers
-3.66%

MNBRX Mutual Fund Performance

MNBRX performance across multiple time periods: 1-month 0.44%, YTD 2.21%, 1-year 6.77%, 3-year 7.94%, 5-year 2.95%, 10-year 5.61%.

MNBRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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