MTBIX Mutual Fund

NAV$9.26
See inside every fund you own
$99/yr Pro · 7-day refund
X-ray my whole portfolio

Returns Overview

1 Month
+0.86%
3 Months
+2.16%
6 Months
+1.61%
YTD
+1.61%
1 Year
+5.82%
3 Years (annualized)
+3.34%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTBIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+1.79%
vs Peers
-0.17%

MTBIX Mutual Fund Performance

MTBIX performance across multiple time periods: 1-month 0.86%, YTD 1.61%, 1-year 5.82%, 3-year 3.34%, 5-year 0.13%, 10-year 1.86%.

MTBIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

MTBIX performance comparison shows side-by-side returns with another fund. MTBIX alternatives are available in the Mutual Fund Screener.