MBCSX Mutual Fund

MBCSX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
-0.05%
3 Months
+2.89%
6 Months
+14.49%
YTD
+1.80%
1 Year
+2.44%
3 Years (annualized)
+19.77%
5 Years (annualized)
+9.39%
10 Years (annualized)
+15.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCSX 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)
+1.80%
Peer Avg (YTD)
+8.68%
vs Peers
-6.88%

MBCSX Mutual Fund Performance

MBCSX performance across multiple time periods: 1-month -0.05%, YTD 1.80%, 1-year 2.44%, 3-year 19.77%, 5-year 9.39%, 10-year 15.97%.

MBCSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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