MBOVX Mutual Fund

NAV$20.09

Returns Overview

1 Month
+1.52%
3 Months
+8.45%
6 Months
+11.89%
YTD
+10.85%
1 Year
+22.11%
3 Years (annualized)
+16.94%
5 Years (annualized)
+8.92%
10 Years (annualized)
+6.92%

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
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)
+10.85%
Peer Avg (YTD)
+9.49%
vs Peers
+1.36%

MBOVX Mutual Fund Performance

MBOVX performance across multiple time periods: 1-month 1.52%, YTD 10.85%, 1-year 22.11%, 3-year 16.94%, 5-year 8.92%, 10-year 6.92%.

MBOVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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