MBIRX Mutual Fund

NAV$55.34

Returns Overview

1 Month
-3.31%
3 Months
+17.61%
6 Months
+1.55%
YTD
+1.65%
1 Year
+4.71%
3 Years (annualized)
+26.51%
5 Years (annualized)
-2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBIRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+16.06%
vs Peers
-14.41%

MBIRX Mutual Fund Performance

MBIRX performance across multiple time periods: 1-month -3.31%, YTD 1.65%, 1-year 4.71%, 3-year 26.51%, 5-year -2.52%.

MBIRX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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