MBINX Mutual Fund

NAV$33.90

Returns Overview

1 Month
+0.14%
3 Months
+5.09%
6 Months
+4.83%
YTD
+4.40%
1 Year
+11.39%
3 Years (annualized)
+9.46%
5 Years (annualized)
+9.18%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBINX 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)
+4.40%
Peer Avg (YTD)
+5.87%
vs Peers
-1.47%

MBINX Mutual Fund Performance

MBINX performance across multiple time periods: 1-month 0.14%, YTD 4.40%, 1-year 11.39%, 3-year 9.46%, 5-year 9.18%, 10-year 8.61%.

MBINX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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