Performance analysis of MBSD (FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND)
Annual Return
Over the past 3 years, MBSD has had an average annual return of +4.31%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MBSD has had an average annual return of +0.62%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MBSD has had an average annual return of +1.37%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 4, 2014, MBSD has had an average annual return of +1.58%, underperforming the benchmark SPY, which returned +13.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.43% | +7.12% | +2.30% | +4.46% | -9.49% | -1.40% | +5.42% | +6.05% | +0.33% | +0.86% | +0.53% | +1.88% |
| 2014 | |||||||||||
| +1.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.43% | +1.20% | -1.34% | +0.25% | +0.18% | -0.28% | +0.43% | ||||||
| 2025 | +0.47% | +2.17% | +0.00871% | +0.47% | -0.69% | +1.44% | -0.32% | +1.21% | +0.84% | +0.66% | +0.57% | +0.10% | +7.12% |
| 2024 | +0.19% | -1.13% | +0.61% | -1.76% | +1.54% | +0.71% | +2.26% | +1.16% | +0.87% | -2.01% | +0.99% | -1.05% | +2.30% |
| 2023 | +2.04% | -1.83% | +1.73% | +0.17% | -0.63% | -0.02% | -0.06% | -0.12% | -2.25% | -0.42% | +3.21% | +2.72% | +4.46% |
| 2022 | -1.19% | -1.14% | -2.34% | -2.64% | +0.71% | -0.93% | +1.83% | -2.21% | -3.76% | -0.65% | +3.04% | -0.45% | -9.49% |
| 2021 | -0.25% | +0.15% | -0.10% | -0.27% | -0.20% | -0.12% | +0.43% | -0.09% | -0.24% | -0% | -0.38% | -0.34% | -1.40% |
| 2020 | +0.94% | +1.28% | -0.45% | +1.70% | +0.71% | +0.03% | +0.50% | -0.00858% | +0.12% | -0.10% | +0.34% | +0.26% | +5.42% |
| 2019 | +0.92% | +0.17% | +1.17% | +0% | +1% | +0.78% | +0.60% | +0.85% | -0.13% | +0.32% | +0.30% | -0.06% | +6.05% |
| 2018 | -0.59% | -0.14% | +0.66% | -0.72% | +0.12% | -0.32% | +0.42% | +0.46% | -0.76% | -0.03% | +0.52% | +0.72% | +0.33% |
| 2017 | +0.09% | +0.16% | -0.27% | +0.69% | +0.44% | -0.57% | +0.63% | +0.55% | -0.44% | -0.20% | +0.19% | -0.42% | +0.86% |
Drawdown analysis of MBSD (FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND)
The maximum drawdown for the MBSD was -14.37%, occurring on Oct 20, 2022. Recovery took 719 trading sessions.
The current MBSD drawdown is -1.19%.
Since Sep 4, 2014 MBSD has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.37% | Feb 2, 2021 | 433 | Oct 20, 2022 | 719 | Sep 4, 2025 | 1152 |
| -3.07% | Nov 2, 2016 | 31 | Dec 16, 2016 | 543 | Feb 15, 2019 | 574 |
| -2.97% | Mar 9, 2020 | 8 | Mar 19, 2020 | 25 | Apr 24, 2020 | 33 |
| -2.18% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -2.10% | Jan 20, 2016 | 45 | Mar 24, 2016 | 70 | Jul 5, 2016 | 115 |
| -1.97% | Aug 24, 2015 | 2 | Aug 26, 2015 | 97 | Jan 14, 2016 | 99 |
| -1.27% | Apr 17, 2015 | 48 | Jun 25, 2015 | 41 | Aug 24, 2015 | 89 |
| -1.08% | Jul 6, 2016 | 8 | Jul 18, 2016 | 51 | Sep 28, 2016 | 59 |
| -0.98% | Nov 4, 2019 | 5 | Nov 11, 2019 | 15 | Dec 3, 2019 | 20 |
| -0.83% | Sep 22, 2025 | 3 | Sep 25, 2025 | 15 | Oct 16, 2025 | 18 |
| -0.71% | Jun 16, 2020 | 3 | Jun 19, 2020 | 31 | Aug 4, 2020 | 34 |
| -0.71% | Sep 5, 2019 | 8 | Sep 17, 2019 | 11 | Oct 2, 2019 | 19 |
| -0.67% | Oct 7, 2019 | 10 | Oct 21, 2019 | 10 | Nov 4, 2019 | 20 |
| -0.67% | Sep 28, 2016 | 21 | Oct 27, 2016 | 3 | Nov 1, 2016 | 24 |
| -0.67% | Oct 28, 2025 | 6 | Nov 5, 2025 | 13 | Nov 24, 2025 | 19 |
| -0.56% | Nov 25, 2025 | 8 | Dec 8, 2025 | 8 | Dec 18, 2025 | 16 |
| -0.54% | Jun 18, 2019 | 1 | Jun 19, 2019 | 1 | Jun 20, 2019 | 2 |
| -0.53% | May 7, 2020 | 3 | May 12, 2020 | 14 | Jun 2, 2020 | 17 |
| -0.52% | Oct 7, 2020 | 8 | Oct 19, 2020 | 13 | Nov 5, 2020 | 21 |
| -0.51% | Sep 15, 2025 | 3 | Sep 18, 2025 | 2 | Sep 22, 2025 | 5 |
| -0.50% | Nov 28, 2014 | 5 | Dec 5, 2014 | 19 | Jan 5, 2015 | 24 |
| -0.49% | Jan 5, 2021 | 8 | Jan 15, 2021 | 11 | Feb 2, 2021 | 19 |
| -0.48% | Feb 24, 2015 | 2 | Feb 26, 2015 | 16 | Mar 20, 2015 | 18 |
| -0.48% | Sep 4, 2020 | 11 | Sep 22, 2020 | 11 | Oct 7, 2020 | 22 |
| -0.47% | Dec 3, 2019 | 12 | Dec 19, 2019 | 10 | Jan 6, 2020 | 22 |