MBCLX Mutual Fund

MBCLX Mutual Fund

NAV$16.40
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Returns Overview

1 Month
-4.15%
3 Months
-0.12%
6 Months
-1.77%
YTD
-2.52%
1 Year
-4.31%
3 Years (annualized)
+20.87%
5 Years (annualized)
+8.40%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCLX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.52%
Peer Avg (YTD)
+5.14%
vs Peers
-7.66%

MBCLX Mutual Fund Performance

MBCLX performance across multiple time periods: 1-month -4.15%, YTD -2.52%, 1-year -4.31%, 3-year 20.87%, 5-year 8.40%, 10-year 15.29%.

MBCLX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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