MBNAX Mutual Fund

MBNAX Mutual Fund

NAV$34.10
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Returns Overview

1 Month
+0.16%
3 Months
+5.17%
6 Months
+4.98%
YTD
+4.52%
1 Year
+11.68%
3 Years (annualized)
+9.85%
5 Years (annualized)
+5.84%
10 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBNAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+5.87%
vs Peers
-1.35%

MBNAX Mutual Fund Performance

MBNAX performance across multiple time periods: 1-month 0.16%, YTD 4.52%, 1-year 11.68%, 3-year 9.85%, 5-year 5.84%, 10-year 6.48%.

MBNAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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