MBACX Mutual Fund

MBACX Mutual Fund

NAV$32.40
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Returns Overview

1 Month
+1.12%
3 Months
+3.75%
6 Months
+5.15%
YTD
+7.81%
1 Year
+12.06%
3 Years (annualized)
+9.61%
5 Years (annualized)
+5.05%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBACX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+6.28%
vs Peers
+1.53%

MBACX Mutual Fund Performance

MBACX performance across multiple time periods: 1-month 1.12%, YTD 7.81%, 1-year 12.06%, 3-year 9.61%, 5-year 5.05%, 10-year 6.03%.

MBACX returns outperform the peer average of 6.28% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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