MPIEX Mutual Fund

MPIEX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
-3.52%
3 Months
+1.18%
6 Months
+6.78%
YTD
+8.24%
1 Year
+16.58%
3 Years (annualized)
+19.84%
5 Years (annualized)
+11.30%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+9.89%
vs Peers
-1.65%

MPIEX Mutual Fund Performance

MPIEX performance across multiple time periods: 1-month -3.52%, YTD 8.24%, 1-year 16.58%, 3-year 19.84%, 5-year 11.30%, 10-year 8.69%.

MPIEX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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