MSBVX Mutual Fund

MSBVX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-0.34%
3 Months
-2.79%
6 Months
-5.43%
YTD
-1.03%
1 Year
-1.45%
3 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+15.68%
vs Peers
-16.71%

MSBVX Mutual Fund Performance

MSBVX performance across multiple time periods: 1-month -0.34%, YTD -1.03%, 1-year -1.45%, 3-year 9.19%.

MSBVX returns trail the peer average of 15.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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