MXBDX Mutual Fund

MXBDX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
+1.65%
3 Months
+1.89%
6 Months
+5.96%
YTD
+10.10%
1 Year
+15.71%
3 Years (annualized)
+15.28%
5 Years (annualized)
+8.03%
10 Years (annualized)
+10.55%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+8.76%
vs Peers
+1.34%

MXBDX Mutual Fund Performance

MXBDX performance across multiple time periods: 1-month 1.65%, YTD 10.10%, 1-year 15.71%, 3-year 15.28%, 5-year 8.03%, 10-year 10.55%.

MXBDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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