MBEYX Mutual Fund

MBEYX Mutual Fund

NAV$12.04
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Returns Overview

1 Month
-0.25%
3 Months
-0.17%
6 Months
+7.44%
YTD
+0.26%
1 Year
+0.78%
3 Years (annualized)
-5.32%
5 Years (annualized)
+2.18%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

MBEYX Mutual Fund Performance

MBEYX performance across multiple time periods: 1-month -0.25%, YTD 0.26%, 1-year 0.78%, 3-year -5.32%, 5-year 2.18%, 10-year 4.76%.

MBEYX returns trail the peer average of 2.11% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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