MBINX Mutual Fund

MBINX Mutual Fund

NAV$33.07
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Returns Overview

1 Month
+2.57%
3 Months
+3.19%
6 Months
+5.61%
YTD
+7.08%
1 Year
+14.30%
3 Years (annualized)
+9.38%
5 Years (annualized)
+5.83%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBINX 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
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📉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)
+7.08%
Peer Avg (YTD)
+5.54%
vs Peers
+1.55%

MBINX Mutual Fund Performance

MBINX performance across multiple time periods: 1-month 2.57%, YTD 7.08%, 1-year 14.30%, 3-year 9.38%, 5-year 5.83%, 10-year 6.69%.

MBINX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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