MTRBX Mutual Fund

MTRBX Mutual Fund

NAV$19.67
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Returns Overview

1 Month
+2.56%
3 Months
+2.84%
6 Months
+2.79%
YTD
+4.94%
1 Year
+10.95%
3 Years (annualized)
+8.58%
5 Years (annualized)
+4.63%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRBX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+5.54%
vs Peers
-0.60%

MTRBX Mutual Fund Performance

MTRBX performance across multiple time periods: 1-month 2.56%, YTD 4.94%, 1-year 10.95%, 3-year 8.58%, 5-year 4.63%, 10-year 6.51%.

MTRBX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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