MDBSX Mutual Fund

NAV$8.30

Returns Overview

1 Month
-0.84%
3 Months
-0.24%
6 Months
-0.36%
YTD
+0.12%
1 Year
+7.04%
3 Years (annualized)
+5.79%
5 Years (annualized)
+0.10%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MDBSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+3.23%
vs Peers
-3.11%

MDBSX Mutual Fund Performance

MDBSX performance across multiple time periods: 1-month -0.84%, YTD 0.12%, 1-year 7.04%, 3-year 5.79%, 5-year 0.10%, 10-year 2.31%.

MDBSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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