MBERX Mutual Fund

NAV$34.13

Returns Overview

1 Month
+0.18%
3 Months
+5.23%
6 Months
+5.13%
YTD
+4.70%
1 Year
+12.02%
3 Years (annualized)
+10.12%
5 Years (annualized)
+9.81%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+5.87%
vs Peers
-1.17%

MBERX Mutual Fund Performance

MBERX performance across multiple time periods: 1-month 0.18%, YTD 4.70%, 1-year 12.02%, 3-year 10.12%, 5-year 9.81%.

MBERX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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