MPAIX Mutual Fund

MPAIX Mutual Fund

NAV$28.38
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Returns Overview

1 Month
+7.96%
3 Months
+0.50%
6 Months
+10.22%
YTD
-1.17%
1 Year
-3.53%
3 Years (annualized)
+22.33%
5 Years (annualized)
-1.55%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
+14.35%
vs Peers
-15.52%

MPAIX Mutual Fund Performance

MPAIX performance across multiple time periods: 1-month 7.96%, YTD -1.17%, 1-year -3.53%, 3-year 22.33%, 5-year -1.55%, 10-year 11.65%.

MPAIX 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.

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