MPBAX Mutual Fund

MPBAX Mutual Fund

NAV$19.95
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Returns Overview

1 Month
-1.40%
3 Months
-1.55%
6 Months
+0.05%
YTD
+4.19%
1 Year
+5.58%
3 Years (annualized)
+14.15%
5 Years (annualized)
+4.87%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPBAX 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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+5.30%
vs Peers
-1.11%

MPBAX Mutual Fund Performance

MPBAX performance across multiple time periods: 1-month -1.40%, YTD 4.19%, 1-year 5.58%, 3-year 14.15%, 5-year 4.87%, 10-year 7.16%.

MPBAX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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