MTLBX Mutual Fund

MTLBX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
+2.67%
3 Months
-0.01%
6 Months
-0.30%
YTD
-0.03%
1 Year
+0.35%
3 Years (annualized)
+3.46%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTLBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-9 Year Index(^BBMU9Y)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
-0.30%
vs Peers
+0.27%

MTLBX Mutual Fund Performance

MTLBX performance across multiple time periods: 1-month 2.67%, YTD -0.03%, 1-year 0.35%, 3-year 3.46%, 5-year 0.74%, 10-year 1.07%.

MTLBX returns outperform the peer average of -0.30% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

MTLBX vs another fund shows side-by-side returns. MTLBX alternatives are available in the Mutual Fund Screener.