MBCYX Mutual Fund

MBCYX Mutual Fund

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Returns Overview

1 Month
+4.23%
3 Months
-2.28%
6 Months
+7.95%
YTD
+1.76%
1 Year
+6.18%
3 Years (annualized)
+19.65%
5 Years (annualized)
+9.27%
10 Years (annualized)
+15.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCYX 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)
+1.76%
Peer Avg (YTD)
+8.51%
vs Peers
-6.75%

MBCYX Mutual Fund Performance

MBCYX performance across multiple time periods: 1-month 4.23%, YTD 1.76%, 1-year 6.18%, 3-year 19.65%, 5-year 9.27%, 10-year 15.84%.

MBCYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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