MBCNX Mutual Fund

MBCNX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
-1.35%
3 Months
-1.76%
6 Months
-1.46%
YTD
-2.67%
1 Year
+1.93%
3 Years (annualized)
+16.93%
5 Years (annualized)
+8.49%
10 Years (annualized)
+14.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCNX 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)
-2.67%
Peer Avg (YTD)
+6.23%
vs Peers
-8.90%

MBCNX Mutual Fund Performance

MBCNX performance across multiple time periods: 1-month -1.35%, YTD -2.67%, 1-year 1.93%, 3-year 16.93%, 5-year 8.49%, 10-year 14.83%.

MBCNX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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