MBCYX Mutual Fund

NAV$18.64

Returns Overview

1 Month
-5.03%
3 Months
+11.22%
6 Months
-1.59%
YTD
-1.10%
1 Year
-26.69%
3 Years (annualized)
+9.32%
5 Years (annualized)
+7.66%
10 Years (annualized)
+15.58%

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
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)
-1.10%
Peer Avg (YTD)
+8.97%
vs Peers
-10.07%

MBCYX Mutual Fund Performance

MBCYX performance across multiple time periods: 1-month -5.03%, YTD -1.10%, 1-year -26.69%, 3-year 9.32%, 5-year 7.66%, 10-year 15.58%.

MBCYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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