MBCSX Mutual Fund

MBCSX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
-1.29%
3 Months
-1.60%
6 Months
-1.13%
YTD
-2.33%
1 Year
+2.58%
3 Years (annualized)
+17.66%
5 Years (annualized)
+9.16%
10 Years (annualized)
+15.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCSX 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
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📉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)
-2.33%
Peer Avg (YTD)
+6.23%
vs Peers
-8.57%

MBCSX Mutual Fund Performance

MBCSX performance across multiple time periods: 1-month -1.29%, YTD -2.33%, 1-year 2.58%, 3-year 17.66%, 5-year 9.16%, 10-year 15.53%.

MBCSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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