MPEGX Mutual Fund

MPEGX Mutual Fund

NAV$24.93
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Returns Overview

1 Month
-1.91%
3 Months
-0.36%
6 Months
+15.23%
YTD
+1.25%
1 Year
-7.34%
3 Years (annualized)
+25.07%
5 Years (annualized)
-4.83%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPEGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+6.72%
vs Peers
-5.47%

MPEGX Mutual Fund Performance

MPEGX performance across multiple time periods: 1-month -1.91%, YTD 1.25%, 1-year -7.34%, 3-year 25.07%, 5-year -4.83%, 10-year 14.06%.

MPEGX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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