MBCLX Mutual Fund

MBCLX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-1.25%
3 Months
-1.65%
6 Months
-1.19%
YTD
-2.40%
1 Year
+2.39%
3 Years (annualized)
+17.44%
5 Years (annualized)
+8.95%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCLX 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)
-2.40%
Peer Avg (YTD)
+6.23%
vs Peers
-8.64%

MBCLX Mutual Fund Performance

MBCLX performance across multiple time periods: 1-month -1.25%, YTD -2.40%, 1-year 2.39%, 3-year 17.44%, 5-year 8.95%, 10-year 15.30%.

MBCLX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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