MBCLX Mutual Fund

MBCLX Mutual Fund

NAV$17.73
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Returns Overview

1 Month
-0.06%
3 Months
+2.91%
6 Months
+14.37%
YTD
+1.70%
1 Year
+2.25%
3 Years (annualized)
+19.54%
5 Years (annualized)
+9.17%
10 Years (annualized)
+15.74%

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)
+1.70%
Peer Avg (YTD)
+8.68%
vs Peers
-6.98%

MBCLX Mutual Fund Performance

MBCLX performance across multiple time periods: 1-month -0.06%, YTD 1.70%, 1-year 2.25%, 3-year 19.54%, 5-year 9.17%, 10-year 15.74%.

MBCLX returns trail the peer average of 8.68% 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.