MSBYX Mutual Fund

MSBYX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.22%
3 Months
+0.36%
6 Months
+0.60%
YTD
+1.15%
1 Year
+3.45%
3 Years (annualized)
+5.88%
5 Years (annualized)
+1.83%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBYX 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 Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

MSBYX Mutual Fund Performance

MSBYX performance across multiple time periods: 1-month 0.22%, YTD 1.15%, 1-year 3.45%, 3-year 5.88%, 5-year 1.83%, 10-year 2.21%.

MSBYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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