MBCGX Mutual Fund

MBCGX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
+4.19%
3 Months
-2.34%
6 Months
+7.84%
YTD
+1.58%
1 Year
+5.83%
3 Years (annualized)
+19.28%
5 Years (annualized)
+8.92%
10 Years (annualized)
+15.46%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+8.51%
vs Peers
-6.93%

MBCGX Mutual Fund Performance

MBCGX performance across multiple time periods: 1-month 4.19%, YTD 1.58%, 1-year 5.83%, 3-year 19.28%, 5-year 8.92%, 10-year 15.46%.

MBCGX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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