MXBDX Mutual Fund

MXBDX Mutual Fund

NAV$13.04
See how much of MXBDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+3.15%
6 Months
+6.16%
YTD
+8.32%
1 Year
+16.63%
3 Years (annualized)
+13.59%
5 Years (annualized)
+6.81%
10 Years (annualized)
+9.26%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+6.99%
vs Peers
+1.33%

MXBDX Mutual Fund Performance

MXBDX performance across multiple time periods: 1-month -0.39%, YTD 8.32%, 1-year 16.63%, 3-year 13.59%, 5-year 6.81%, 10-year 9.26%.

MXBDX returns outperform the peer average of 6.99% 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.