MBNBX Mutual Fund

NAV$30.48

Returns Overview

3 Months
+0.59%
6 Months
-1.17%
YTD
+2.18%
1 Year
+5.82%
3 Years (annualized)
+5.38%
5 Years (annualized)
+7.27%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBNBX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+4.37%
vs Peers
-2.19%

MBNBX Mutual Fund Performance

MBNBX performance across multiple time periods: YTD 2.18%, 1-year 5.82%, 3-year 5.38%, 5-year 7.27%, 10-year 4.51%.

MBNBX returns trail the peer average of 4.37% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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