MXBDX Mutual Fund

NAV$13.08

Returns Overview

1 Month
+0.63%
3 Months
+10.91%
6 Months
+9.39%
YTD
+8.74%
1 Year
+17.60%
3 Years (annualized)
+14.88%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+7.64%
vs Peers
+1.10%

MXBDX Mutual Fund Performance

MXBDX performance across multiple time periods: 1-month 0.63%, YTD 8.74%, 1-year 17.60%, 3-year 14.88%, 5-year 8.24%, 10-year 10.84%.

MXBDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

MXBDX performance comparison shows side-by-side returns with another fund. MXBDX alternatives are available in the Mutual Fund Screener.