MFRBX Mutual Fund

NAV$50.39

Returns Overview

1 Month
-0.45%
3 Months
+11.40%
6 Months
+5.78%
YTD
+5.62%
1 Year
+13.36%
3 Years (annualized)
+18.29%
5 Years (annualized)
+13.43%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRBX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+5.62%
Peer Avg (YTD)
+9.51%
vs Peers
-3.89%

MFRBX Mutual Fund Performance

MFRBX performance across multiple time periods: 1-month -0.45%, YTD 5.62%, 1-year 13.36%, 3-year 18.29%, 5-year 13.43%, 10-year 15.31%.

MFRBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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