MUBFX Mutual Fund

MUBFX Mutual Fund

NAV$37.81
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Returns Overview

1 Month
+4.45%
3 Months
+5.37%
6 Months
+9.56%
YTD
+11.93%
1 Year
+22.99%
3 Years (annualized)
+13.65%
5 Years (annualized)
+9.92%
10 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUBFX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+11.41%
vs Peers
+0.51%

MUBFX Mutual Fund Performance

MUBFX performance across multiple time periods: 1-month 4.45%, YTD 11.93%, 1-year 22.99%, 3-year 13.65%, 5-year 9.92%, 10-year 12.94%.

MUBFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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