MBCE ETF

Returns Overview

1 Month
+3.54%
3 Months
+20.45%
6 Months
+12.54%
YTD
+12.78%
1 Year
+14.11%
3 Years (annualized)
+15.68%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MBCE 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Kingsview Blue Chips Core Index(^KBCC)
This ETF (YTD)
+12.78%
Peer Avg (YTD)
+9.51%
vs Peers
+3.27%

MBCE ETF Performance

MBCE performance across multiple time periods: 1-month 3.54%, YTD 12.78%, 1-year 14.11%, 3-year 15.68%, 5-year 8.56%.

MBCE returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this ETF.

MBCE performance comparison shows side-by-side returns with another fund. MBCE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.54%N/A
3 Months+20.45%N/A
6 Months+12.54%N/A
1 Year+14.11%N/A
3 Years+15.68%N/A
5 Years+8.56%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized