MPBLX Mutual Fund

MPBLX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
-0.55%
3 Months
+2.75%
6 Months
+5.07%
YTD
+6.97%
1 Year
+14.88%
3 Years (annualized)
+13.00%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPBLX 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)
+6.97%
Peer Avg (YTD)
+5.54%
vs Peers
+1.43%

MPBLX Mutual Fund Performance

MPBLX performance across multiple time periods: 1-month -0.55%, YTD 6.97%, 1-year 14.88%, 3-year 13.00%, 5-year 7.07%, 10-year 9.12%.

MPBLX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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