MBEAX Mutual Fund

NAV$11.83

Returns Overview

1 Month
-0.26%
3 Months
-0.09%
6 Months
+7.41%
YTD
+0.26%
1 Year
+0.66%
3 Years (annualized)
-5.52%
5 Years (annualized)
+1.95%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBEAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.26%
Peer Avg (YTD)
+2.11%
vs Peers
-1.85%

MBEAX Mutual Fund Performance

MBEAX performance across multiple time periods: 1-month -0.26%, YTD 0.26%, 1-year 0.66%, 3-year -5.52%, 5-year 1.95%, 10-year 4.50%.

MBEAX returns trail the peer average of 2.11% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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