MBCGX Mutual Fund

NAV$14.18

Returns Overview

1 Month
-5.03%
3 Months
+11.13%
6 Months
-1.71%
YTD
-1.22%
1 Year
+6.41%
3 Years (annualized)
+24.15%
5 Years (annualized)
+12.18%
10 Years (annualized)
+17.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCGX 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 500 Index(SPX)
This Mutual Fund (YTD)
-1.22%
Peer Avg (YTD)
+8.97%
vs Peers
-10.19%

MBCGX Mutual Fund Performance

MBCGX performance across multiple time periods: 1-month -5.03%, YTD -1.22%, 1-year 6.41%, 3-year 24.15%, 5-year 12.18%, 10-year 17.25%.

MBCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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