MPHLX Mutual Fund

MPHLX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
-2.22%
3 Months
-1.43%
6 Months
+1.32%
YTD
+1.18%
1 Year
+2.46%
3 Years (annualized)
+8.53%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHLX 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)
+1.18%
Peer Avg (YTD)
+0.50%
vs Peers
+0.68%

MPHLX Mutual Fund Performance

MPHLX performance across multiple time periods: 1-month -2.22%, YTD 1.18%, 1-year 2.46%, 3-year 8.53%, 5-year 4.10%, 10-year 5.09%.

MPHLX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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