MBNAX Mutual Fund

MBNAX Mutual Fund

NAV$33.91
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Returns Overview

1 Month
+4.11%
3 Months
+1.80%
6 Months
+5.14%
YTD
+9.18%
1 Year
+13.27%
3 Years (annualized)
+12.72%
5 Years (annualized)
+6.08%
10 Years (annualized)
+7.25%

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)
+9.18%
Peer Avg (YTD)
+5.30%
vs Peers
+3.87%

MBNAX Mutual Fund Performance

MBNAX performance across multiple time periods: 1-month 4.11%, YTD 9.18%, 1-year 13.27%, 3-year 12.72%, 5-year 6.08%, 10-year 7.25%.

MBNAX returns outperform the peer average of 5.30% 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.