MTRBX Mutual Fund

NAV$20.31

Returns Overview

1 Month
+2.84%
3 Months
+2.84%
6 Months
+2.37%
YTD
+4.37%
1 Year
+8.33%
3 Years (annualized)
+7.12%
5 Years (annualized)
+3.54%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTRBX 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)
+4.37%
Peer Avg (YTD)
+5.87%
vs Peers
-1.50%

MTRBX Mutual Fund Performance

MTRBX performance across multiple time periods: 1-month 2.84%, YTD 4.37%, 1-year 8.33%, 3-year 7.12%, 5-year 3.54%, 10-year 6.05%.

MTRBX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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