MBXFX Mutual Fund

NAV$43.43

Returns Overview

1 Month
+2.76%
3 Months
+5.29%
6 Months
+15.43%
YTD
+14.42%
1 Year
+19.25%
3 Years (annualized)
+10.48%
5 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBXFX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+14.42%
Peer Avg (YTD)
+3.47%
vs Peers
+10.94%

MBXFX Mutual Fund Performance

MBXFX performance across multiple time periods: 1-month 2.76%, YTD 14.42%, 1-year 19.25%, 3-year 10.48%, 5-year 6.81%.

MBXFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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