MBVKX Mutual Fund

MBVKX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+5.37%
3 Months
+10.83%
6 Months
+11.25%
YTD
+15.74%
1 Year
+30.75%
3 Years (annualized)
+18.27%
5 Years (annualized)
+13.09%
10 Years (annualized)
+11.90%

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)
+15.74%
Peer Avg (YTD)
+11.41%
vs Peers
+4.33%

MBVKX Mutual Fund Performance

MBVKX performance across multiple time periods: 1-month 5.37%, YTD 15.74%, 1-year 30.75%, 3-year 18.27%, 5-year 13.09%, 10-year 11.90%.

MBVKX returns outperform the peer average of 11.41% 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.