MBOVX Mutual Fund

MBOVX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-4.31%
3 Months
+2.33%
6 Months
+10.98%
YTD
+13.43%
1 Year
+18.92%
3 Years (annualized)
+12.60%
5 Years (annualized)
+6.27%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBOVX 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)
+13.43%
Peer Avg (YTD)
+10.00%
vs Peers
+3.43%

MBOVX Mutual Fund Performance

MBOVX performance across multiple time periods: 1-month -4.31%, YTD 13.43%, 1-year 18.92%, 3-year 12.60%, 5-year 6.27%, 10-year 5.46%.

MBOVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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