MBOVX Mutual Fund

MBOVX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
+5.07%
3 Months
+3.15%
6 Months
+11.65%
YTD
+19.18%
1 Year
+17.54%
3 Years (annualized)
+15.31%
5 Years (annualized)
+5.96%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBOVX 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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.18%
Peer Avg (YTD)
+12.44%
vs Peers
+6.74%

MBOVX Mutual Fund Performance

MBOVX performance across multiple time periods: 1-month 5.07%, YTD 19.18%, 1-year 17.54%, 3-year 15.31%, 5-year 5.96%, 10-year 5.58%.

MBOVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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