MBIRX Mutual Fund

MBIRX Mutual Fund

NAV$58.83
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Returns Overview

1 Month
+8.96%
3 Months
-4.13%
6 Months
+10.95%
YTD
+0.79%
1 Year
-2.61%
3 Years (annualized)
+26.77%
5 Years (annualized)
-2.45%
10 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBIRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+14.35%
vs Peers
-13.56%

MBIRX Mutual Fund Performance

MBIRX performance across multiple time periods: 1-month 8.96%, YTD 0.79%, 1-year -2.61%, 3-year 26.77%, 5-year -2.45%, 10-year 15.28%.

MBIRX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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