MNBIX Mutual Fund

NAV$20.08

Returns Overview

1 Month
+0.47%
3 Months
+7.25%
6 Months
+2.67%
YTD
+2.46%
1 Year
+7.29%
3 Years (annualized)
+8.47%
5 Years (annualized)
+3.46%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNBIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+5.87%
vs Peers
-3.41%

MNBIX Mutual Fund Performance

MNBIX performance across multiple time periods: 1-month 0.47%, YTD 2.46%, 1-year 7.29%, 3-year 8.47%, 5-year 3.46%, 10-year 6.34%.

MNBIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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