MRBPX Mutual Fund

MRBPX Mutual Fund

NAV$23.60
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Returns Overview

1 Month
-1.72%
3 Months
+0.40%
6 Months
+8.35%
YTD
+7.49%
1 Year
+10.08%
3 Years (annualized)
+14.25%
5 Years (annualized)
+7.20%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRBPX 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
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📉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 Index(MSEUACWF)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+4.96%
vs Peers
+2.52%

MRBPX Mutual Fund Performance

MRBPX performance across multiple time periods: 1-month -1.72%, YTD 7.49%, 1-year 10.08%, 3-year 14.25%, 5-year 7.20%, 10-year 10.03%.

MRBPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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