MQLBX Mutual Fund

MQLBX Mutual Fund

NAV$5.84
See how much of MQLBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+0.17%
6 Months
+0.46%
YTD
+0.77%
1 Year
+2.71%
3 Years (annualized)
+4.33%
5 Years (annualized)
+1.73%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MQLBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-3 Year US Government/Credit Index(^BBGUSCR13Y)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+0.12%
vs Peers
+0.65%

MQLBX Mutual Fund Performance

MQLBX performance across multiple time periods: 1-month -0.04%, YTD 0.77%, 1-year 2.71%, 3-year 4.33%, 5-year 1.73%, 10-year 1.66%.

MQLBX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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