MBAIX Mutual Fund

MBAIX Mutual Fund

NAV$33.39
See how much of MBAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.36%
3 Months
+0.39%
6 Months
+5.62%
YTD
+5.06%
1 Year
+8.92%
3 Years (annualized)
+11.00%
5 Years (annualized)
+6.38%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+4.96%
vs Peers
+0.10%

MBAIX Mutual Fund Performance

MBAIX performance across multiple time periods: 1-month -3.36%, YTD 5.06%, 1-year 8.92%, 3-year 11.00%, 5-year 6.38%, 10-year 7.35%.

MBAIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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