MBCNX Mutual Fund

NAV$9.89

Returns Overview

1 Month
-5.13%
3 Months
+11.10%
6 Months
-1.84%
YTD
-1.33%
1 Year
-42.56%
3 Years (annualized)
+1.71%
5 Years (annualized)
+6.93%
10 Years (annualized)
+16.39%

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
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)
-1.33%
Peer Avg (YTD)
+8.97%
vs Peers
-10.31%

MBCNX Mutual Fund Performance

MBCNX performance across multiple time periods: 1-month -5.13%, YTD -1.33%, 1-year -42.56%, 3-year 1.71%, 5-year 6.93%, 10-year 16.39%.

MBCNX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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