MBVKX Mutual Fund

NAV$20.38

Returns Overview

1 Month
+1.87%
3 Months
+13.86%
6 Months
+9.83%
YTD
+8.82%
1 Year
+25.46%
3 Years (annualized)
+17.55%
5 Years (annualized)
+13.26%
10 Years (annualized)
+16.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBVKX 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)
+8.82%
Peer Avg (YTD)
+9.49%
vs Peers
-0.67%

MBVKX Mutual Fund Performance

MBVKX performance across multiple time periods: 1-month 1.87%, YTD 8.82%, 1-year 25.46%, 3-year 17.55%, 5-year 13.26%, 10-year 16.61%.

MBVKX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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