MBEQX Mutual Fund

MBEQX Mutual Fund

NAV$20.08
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Returns Overview

1 Month
-2.61%
3 Months
+0.60%
6 Months
+11.03%
YTD
+12.83%
1 Year
+19.49%
3 Years (annualized)
+19.61%
5 Years (annualized)
+9.69%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBEQX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+7.86%
vs Peers
+4.97%

MBEQX Mutual Fund Performance

MBEQX performance across multiple time periods: 1-month -2.61%, YTD 12.83%, 1-year 19.49%, 3-year 19.61%, 5-year 9.69%, 10-year 7.44%.

MBEQX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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