MTLBX Mutual Fund

MTLBX Mutual Fund

NAV$7.96
See how much of MTLBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
-0.22%
6 Months
-0.51%
YTD
-0.24%
1 Year
+0.14%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.70%
10 Years (annualized)
+1.05%

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)
-0.24%
Peer Avg (YTD)
-0.87%
vs Peers
+0.63%

MTLBX Mutual Fund Performance

MTLBX performance across multiple time periods: 1-month 2.46%, YTD -0.24%, 1-year 0.14%, 3-year 3.39%, 5-year 0.70%, 10-year 1.05%.

MTLBX returns outperform the peer average of -0.87% 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.