MBAPX Mutual Fund

NAV$18.20

Returns Overview

1 Month
+1.03%
3 Months
+9.85%
6 Months
+9.00%
YTD
+8.54%
1 Year
+16.60%
3 Years (annualized)
+11.40%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+5.87%
vs Peers
+2.68%

MBAPX Mutual Fund Performance

MBAPX performance across multiple time periods: 1-month 1.03%, YTD 8.54%, 1-year 16.60%, 3-year 11.40%, 5-year 5.35%, 10-year 7.93%.

MBAPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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