MPBAX Mutual Fund

NAV$20.26

Returns Overview

1 Month
-2.17%
3 Months
+0.45%
6 Months
+0.55%
YTD
+3.53%
1 Year
+14.06%
3 Years (annualized)
+12.83%
5 Years (annualized)
+5.45%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPBAX 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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+5.87%
vs Peers
-2.34%

MPBAX Mutual Fund Performance

MPBAX performance across multiple time periods: 1-month -2.17%, YTD 3.53%, 1-year 14.06%, 3-year 12.83%, 5-year 5.45%, 10-year 7.62%.

MPBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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