MBXAX Mutual Fund

MBXAX Mutual Fund

NAV$48.24
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Returns Overview

1 Month
+1.40%
3 Months
+6.63%
6 Months
+6.89%
YTD
+21.09%
1 Year
+22.21%
3 Years (annualized)
+11.26%
5 Years (annualized)
+8.61%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXAX 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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+21.09%
Peer Avg (YTD)
+3.05%
vs Peers
+18.04%

MBXAX Mutual Fund Performance

MBXAX performance across multiple time periods: 1-month 1.40%, YTD 21.09%, 1-year 22.21%, 3-year 11.26%, 5-year 8.61%, 10-year 8.66%.

MBXAX returns outperform the peer average of 3.05% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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