MRBPX Mutual Fund

NAV$23.77

Returns Overview

1 Month
-0.82%
3 Months
+7.92%
6 Months
+7.51%
YTD
+7.06%
1 Year
+15.33%
3 Years (annualized)
+13.43%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+5.87%
vs Peers
+1.19%

MRBPX Mutual Fund Performance

MRBPX performance across multiple time periods: 1-month -0.82%, YTD 7.06%, 1-year 15.33%, 3-year 13.43%, 5-year 7.50%, 10-year 9.78%.

MRBPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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