MTBIX Mutual Fund

MTBIX Mutual Fund

NAV$9.09
See how much of MTBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
-0.74%
6 Months
-0.63%
YTD
+0.86%
1 Year
+6.04%
3 Years (annualized)
+3.34%
5 Years (annualized)
+0.41%
10 Years (annualized)
+2.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+0.23%
vs Peers
+0.63%

MTBIX Mutual Fund Performance

MTBIX performance across multiple time periods: 1-month -1.69%, YTD 0.86%, 1-year 6.04%, 3-year 3.34%, 5-year 0.41%, 10-year 2.18%.

MTBIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.49%, 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.