MPFDX Mutual Fund

MPFDX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-2.97%
3 Months
-4.12%
6 Months
-2.65%
YTD
-3.39%
1 Year
-2.76%
3 Years (annualized)
+5.17%
5 Years (annualized)
-0.03%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPFDX 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
Bloomberg US Corporate Index
This Mutual Fund (YTD)
-3.39%
Peer Avg (YTD)
+0.50%
vs Peers
-3.89%

MPFDX Mutual Fund Performance

MPFDX performance across multiple time periods: 1-month -2.97%, YTD -3.39%, 1-year -2.76%, 3-year 5.17%, 5-year -0.03%, 10-year 2.62%.

MPFDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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