MBVKX Mutual Fund

MBVKX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
+0.74%
3 Months
+8.14%
6 Months
+12.18%
YTD
+16.59%
1 Year
+26.81%
3 Years (annualized)
+20.50%
5 Years (annualized)
+12.99%
10 Years (annualized)
+11.69%

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
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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)
+16.59%
Peer Avg (YTD)
+12.44%
vs Peers
+4.15%

MBVKX Mutual Fund Performance

MBVKX performance across multiple time periods: 1-month 0.74%, YTD 16.59%, 1-year 26.81%, 3-year 20.50%, 5-year 12.99%, 10-year 11.69%.

MBVKX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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