MRBBX Mutual Fund

MRBBX Mutual Fund

NAV$9.43
See how much of MRBBX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
-0.88%
6 Months
-1.07%
YTD
-0.70%
1 Year
+1.96%
3 Years (annualized)
+3.41%
5 Years (annualized)
-0.83%
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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+0.12%
vs Peers
-0.82%

MRBBX Mutual Fund Performance

MRBBX performance across multiple time periods: 1-month -1.30%, YTD -0.70%, 1-year 1.96%, 3-year 3.41%, 5-year -0.83%, 10-year 1.03%.

MRBBX returns trail the peer average of 0.12% 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.