MBDBX Mutual Fund

NAV$5.21

Returns Overview

1 Month
+0.54%
3 Months
+5.06%
6 Months
+5.06%
YTD
+5.25%
1 Year
+14.92%
3 Years (annualized)
+13.04%
5 Years (annualized)
+3.81%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBDBX 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
JP Morgan Emerging Market Bond Index Global Diversified
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+3.07%
vs Peers
+2.18%

MBDBX Mutual Fund Performance

MBDBX performance across multiple time periods: 1-month 0.54%, YTD 5.25%, 1-year 14.92%, 3-year 13.04%, 5-year 3.81%, 10-year 3.95%.

MBDBX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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