MTRBX Mutual Fund

MTRBX Mutual Fund

NAV$20.51
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Returns Overview

1 Month
+5.17%
3 Months
+1.76%
6 Months
+4.83%
YTD
+6.79%
1 Year
+10.90%
3 Years (annualized)
+12.09%
5 Years (annualized)
+4.59%
10 Years (annualized)
+6.86%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+5.30%
vs Peers
+1.49%

MTRBX Mutual Fund Performance

MTRBX performance across multiple time periods: 1-month 5.17%, YTD 6.79%, 1-year 10.90%, 3-year 12.09%, 5-year 4.59%, 10-year 6.86%.

MTRBX returns outperform the peer average of 5.30% 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.