MBAPX Mutual Fund

MBAPX Mutual Fund

NAV$17.94
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Returns Overview

1 Month
-2.10%
3 Months
-1.82%
6 Months
+7.85%
YTD
+6.57%
1 Year
+9.12%
3 Years (annualized)
+11.50%
5 Years (annualized)
+4.98%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBAPX 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 Target Risk Growth Index(^SPTGGU:SP)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+4.96%
vs Peers
+1.61%

MBAPX Mutual Fund Performance

MBAPX performance across multiple time periods: 1-month -2.10%, YTD 6.57%, 1-year 9.12%, 3-year 11.50%, 5-year 4.98%, 10-year 7.67%.

MBAPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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