MBAAX Mutual Fund

NAV$19.88

Returns Overview

1 Month
-2.17%
3 Months
+0.40%
6 Months
+0.40%
YTD
+3.38%
1 Year
+13.71%
3 Years (annualized)
+12.48%
5 Years (annualized)
+5.13%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+5.87%
vs Peers
-2.49%

MBAAX Mutual Fund Performance

MBAAX performance across multiple time periods: 1-month -2.17%, YTD 3.38%, 1-year 13.71%, 3-year 12.48%, 5-year 5.13%, 10-year 7.39%.

MBAAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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