MBAIX Mutual Fund

MBAIX Mutual Fund

NAV$33.13
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Returns Overview

1 Month
+1.19%
3 Months
+4.07%
6 Months
+5.78%
YTD
+8.72%
1 Year
+13.46%
3 Years (annualized)
+11.00%
5 Years (annualized)
+6.38%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAIX 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)
+8.72%
Peer Avg (YTD)
+6.28%
vs Peers
+2.43%

MBAIX Mutual Fund Performance

MBAIX performance across multiple time periods: 1-month 1.19%, YTD 8.72%, 1-year 13.46%, 3-year 11.00%, 5-year 6.38%, 10-year 7.35%.

MBAIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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