MNRBX Mutual Fund

NAV$10.32

Returns Overview

1 Month
+0.29%
3 Months
+0.10%
YTD
+0.19%
1 Year
+2.08%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.34%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRBX 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 Barclays Intermediate-term Treasury Index(BBGBCITMTTI)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+1.92%
vs Peers
-1.73%

MNRBX Mutual Fund Performance

MNRBX performance across multiple time periods: 1-month 0.29%, YTD 0.19%, 1-year 2.08%, 3-year 3.39%, 5-year 0.34%, 10-year 0.73%.

MNRBX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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