MBACX Mutual Fund

NAV$33.46

Returns Overview

1 Month
+0.08%
3 Months
+4.89%
6 Months
+4.44%
YTD
+4.00%
1 Year
+10.55%
3 Years (annualized)
+9.98%
5 Years (annualized)
+9.20%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBACX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+5.87%
vs Peers
-1.87%

MBACX Mutual Fund Performance

MBACX performance across multiple time periods: 1-month 0.08%, YTD 4.00%, 1-year 10.55%, 3-year 9.98%, 5-year 9.20%, 10-year 9.16%.

MBACX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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