MBERX Mutual Fund

MBERX Mutual Fund

NAV$33.17
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Returns Overview

1 Month
+1.22%
3 Months
+4.09%
6 Months
+5.85%
YTD
+8.78%
1 Year
+13.57%
3 Years (annualized)
+11.09%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBERX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+6.28%
vs Peers
+2.50%

MBERX Mutual Fund Performance

MBERX performance across multiple time periods: 1-month 1.22%, YTD 8.78%, 1-year 13.57%, 3-year 11.09%, 5-year 6.47%, 10-year 7.29%.

MBERX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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