MBCYX Mutual Fund

MBCYX Mutual Fund

NAV$17.45
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Returns Overview

1 Month
-4.12%
3 Months
-0.06%
6 Months
-1.67%
YTD
-2.43%
1 Year
-4.18%
3 Years (annualized)
+21.00%
5 Years (annualized)
+8.52%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCYX 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)
-2.43%
Peer Avg (YTD)
+4.64%
vs Peers
-7.07%

MBCYX Mutual Fund Performance

MBCYX performance across multiple time periods: 1-month -4.12%, YTD -2.43%, 1-year -4.18%, 3-year 21.00%, 5-year 8.52%, 10-year 15.41%.

MBCYX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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