MBCSX Mutual Fund

NAV$19.22

Returns Overview

1 Month
-5.04%
3 Months
+11.27%
6 Months
-1.53%
YTD
-1.06%
1 Year
-25.75%
3 Years (annualized)
+9.77%
5 Years (annualized)
+4.39%
10 Years (annualized)
+13.36%

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
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)
-1.06%
Peer Avg (YTD)
+8.97%
vs Peers
-10.03%

MBCSX Mutual Fund Performance

MBCSX performance across multiple time periods: 1-month -5.04%, YTD -1.06%, 1-year -25.75%, 3-year 9.77%, 5-year 4.39%, 10-year 13.36%.

MBCSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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