MTLBX Mutual Fund

MTLBX Mutual Fund

NAV$7.77
See how much of MTLBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.33%
3 Months
-0.15%
6 Months
-1.17%
YTD
+0.31%
1 Year
+1.98%
3 Years (annualized)
+3.11%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLBX 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 Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.15%
vs Peers
+0.16%

MTLBX Mutual Fund Performance

MTLBX performance across multiple time periods: 1-month 0.33%, YTD 0.31%, 1-year 1.98%, 3-year 3.11%, 5-year 0.63%, 10-year 1.13%.

MTLBX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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