MBNAX Mutual Fund

MBNAX Mutual Fund

NAV$33.77
See how much of MBNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.61%
3 Months
+3.27%
6 Months
+5.74%
YTD
+7.24%
1 Year
+14.59%
3 Years (annualized)
+9.67%
5 Years (annualized)
+6.11%
10 Years (annualized)
+6.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+5.54%
vs Peers
+1.71%

MBNAX Mutual Fund Performance

MBNAX performance across multiple time periods: 1-month 2.61%, YTD 7.24%, 1-year 14.59%, 3-year 9.67%, 5-year 6.11%, 10-year 6.94%.

MBNAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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