MRBBX Mutual Fund

MRBBX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+1.97%
3 Months
-0.38%
6 Months
-1.26%
YTD
-1.07%
1 Year
-1.02%
3 Years (annualized)
+5.03%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBBX 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)
-1.07%
Peer Avg (YTD)
+1.93%
vs Peers
-3.00%

MRBBX Mutual Fund Performance

MRBBX performance across multiple time periods: 1-month 1.97%, YTD -1.07%, 1-year -1.02%, 3-year 5.03%, 5-year -0.70%, 10-year 1.03%.

MRBBX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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