MRBVX Mutual Fund

MRBVX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
+0.70%
3 Months
+8.02%
6 Months
+11.82%
YTD
+16.12%
1 Year
+25.91%
3 Years (annualized)
+19.67%
5 Years (annualized)
+12.21%
10 Years (annualized)
+10.93%

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)
+16.12%
Peer Avg (YTD)
+12.44%
vs Peers
+3.68%

MRBVX Mutual Fund Performance

MRBVX performance across multiple time periods: 1-month 0.70%, YTD 16.12%, 1-year 25.91%, 3-year 19.67%, 5-year 12.21%, 10-year 10.93%.

MRBVX returns outperform the peer average of 12.44% 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.