MTLBX Mutual Fund

MTLBX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-0.92%
3 Months
-0.29%
6 Months
-0.71%
YTD
-0.02%
1 Year
+2.23%
3 Years (annualized)
+2.86%
5 Years (annualized)
+0.53%
10 Years (annualized)
+1.09%

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
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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)
-0.02%
Peer Avg (YTD)
+0.23%
vs Peers
-0.25%

MTLBX Mutual Fund Performance

MTLBX performance across multiple time periods: 1-month -0.92%, YTD -0.02%, 1-year 2.23%, 3-year 2.86%, 5-year 0.53%, 10-year 1.09%.

MTLBX returns trail the peer average of 0.23% 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.