MPHAX Mutual Fund

MPHAX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
-2.12%
3 Months
-1.35%
6 Months
+1.22%
YTD
+1.04%
1 Year
+2.39%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHAX 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 High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+0.50%
vs Peers
+0.54%

MPHAX Mutual Fund Performance

MPHAX performance across multiple time periods: 1-month -2.12%, YTD 1.04%, 1-year 2.39%, 3-year 8.28%, 5-year 3.85%, 10-year 4.84%.

MPHAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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