MTBIX Mutual Fund

MTBIX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+3.32%
3 Months
-1.29%
6 Months
-2.02%
YTD
-1.39%
1 Year
-1.39%
3 Years (annualized)
+3.54%
5 Years (annualized)
+1.47%
10 Years (annualized)
+2.53%

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
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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.39%
Peer Avg (YTD)
-0.87%
vs Peers
-0.53%

MTBIX Mutual Fund Performance

MTBIX performance across multiple time periods: 1-month 3.32%, YTD -1.39%, 1-year -1.39%, 3-year 3.54%, 5-year 1.47%, 10-year 2.53%.

MTBIX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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