MBAPX Mutual Fund

MBAPX Mutual Fund

NAV$18.26
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Returns Overview

1 Month
-1.28%
3 Months
+2.78%
6 Months
+5.50%
YTD
+7.15%
1 Year
+14.59%
3 Years (annualized)
+11.19%
5 Years (annualized)
+4.92%
10 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAPX 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
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+5.54%
vs Peers
+1.62%

MBAPX Mutual Fund Performance

MBAPX performance across multiple time periods: 1-month -1.28%, YTD 7.15%, 1-year 14.59%, 3-year 11.19%, 5-year 4.92%, 10-year 7.51%.

MBAPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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