MBOVX Mutual Fund

MBOVX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
+4.24%
3 Months
+8.24%
6 Months
+12.40%
YTD
+16.60%
1 Year
+28.32%
3 Years (annualized)
+18.56%
5 Years (annualized)
+12.84%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBOVX 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)
+16.60%
Peer Avg (YTD)
+11.41%
vs Peers
+5.19%

MBOVX Mutual Fund Performance

MBOVX performance across multiple time periods: 1-month 4.24%, YTD 16.60%, 1-year 28.32%, 3-year 18.56%, 5-year 12.84%, 10-year 11.40%.

MBOVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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