MBESX Mutual Fund

NAV$12.06

Returns Overview

1 Month
-0.25%
3 Months
-0.17%
6 Months
+7.45%
YTD
+0.25%
1 Year
+0.73%
3 Years (annualized)
-5.41%
5 Years (annualized)
+2.09%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBESX 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)
+0.25%
Peer Avg (YTD)
+2.11%
vs Peers
-1.85%

MBESX Mutual Fund Performance

MBESX performance across multiple time periods: 1-month -0.25%, YTD 0.25%, 1-year 0.73%, 3-year -5.41%, 5-year 2.09%, 10-year 4.66%.

MBESX returns trail the peer average of 2.11% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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