MRBCX Mutual Fund

MRBCX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+1.97%
3 Months
-0.50%
6 Months
-0.54%
YTD
+0.49%
1 Year
+1.09%
3 Years (annualized)
+8.09%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBCX 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)
+0.49%
Peer Avg (YTD)
+1.93%
vs Peers
-1.43%

MRBCX Mutual Fund Performance

MRBCX performance across multiple time periods: 1-month 1.97%, YTD 0.49%, 1-year 1.09%, 3-year 8.09%, 5-year 2.20%, 10-year 3.36%.

MRBCX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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