MPHRX Mutual Fund

MPHRX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
-2.16%
3 Months
-1.39%
6 Months
+1.34%
YTD
+1.14%
1 Year
+2.38%
3 Years (annualized)
+8.37%
5 Years (annualized)
+3.96%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHRX 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)
+1.14%
Peer Avg (YTD)
+0.50%
vs Peers
+0.64%

MPHRX Mutual Fund Performance

MPHRX performance across multiple time periods: 1-month -2.16%, YTD 1.14%, 1-year 2.38%, 3-year 8.37%, 5-year 3.96%, 10-year 4.95%.

MPHRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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