MBINX Mutual Fund

MBINX Mutual Fund

NAV$33.27
See how much of MBINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.42%
3 Months
+0.25%
6 Months
+5.35%
YTD
+4.66%
1 Year
+8.38%
3 Years (annualized)
+10.44%
5 Years (annualized)
+5.84%
10 Years (annualized)
+6.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBINX 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)
+4.66%
Peer Avg (YTD)
+4.96%
vs Peers
-0.31%

MBINX Mutual Fund Performance

MBINX performance across multiple time periods: 1-month -3.42%, YTD 4.66%, 1-year 8.38%, 3-year 10.44%, 5-year 5.84%, 10-year 6.84%.

MBINX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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