MRBVX Mutual Fund

MRBVX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
+5.36%
3 Months
+10.66%
6 Months
-7.05%
YTD
+15.31%
1 Year
+29.84%
3 Years (annualized)
+17.46%
5 Years (annualized)
+12.30%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBVX 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)
+15.31%
Peer Avg (YTD)
+11.41%
vs Peers
+3.90%

MRBVX Mutual Fund Performance

MRBVX performance across multiple time periods: 1-month 5.36%, YTD 15.31%, 1-year 29.84%, 3-year 17.46%, 5-year 12.30%, 10-year 11.11%.

MRBVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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