MUBFX Mutual Fund

NAV$39.07

Returns Overview

1 Month
+0.22%
3 Months
+8.01%
6 Months
+7.89%
YTD
+7.16%
1 Year
+17.89%
3 Years (annualized)
+13.77%
5 Years (annualized)
+9.26%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUBFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+9.49%
vs Peers
-2.33%

MUBFX Mutual Fund Performance

MUBFX performance across multiple time periods: 1-month 0.22%, YTD 7.16%, 1-year 17.89%, 3-year 13.77%, 5-year 9.26%, 10-year 12.92%.

MUBFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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