MBNAX Mutual Fund

MBNAX Mutual Fund

NAV$33.25
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Returns Overview

1 Month
-3.38%
3 Months
+0.33%
6 Months
+5.52%
YTD
+4.86%
1 Year
+8.66%
3 Years (annualized)
+10.83%
5 Years (annualized)
+6.18%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBNAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+4.96%
vs Peers
-0.10%

MBNAX Mutual Fund Performance

MBNAX performance across multiple time periods: 1-month -3.38%, YTD 4.86%, 1-year 8.66%, 3-year 10.83%, 5-year 6.18%, 10-year 6.65%.

MBNAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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