MIPAX Mutual Fund

NAV$11.29

Returns Overview

1 Month
-0.62%
3 Months
+0.20%
6 Months
-0.84%
YTD
-0.46%
1 Year
+0.30%
3 Years (annualized)
+1.41%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Investment Grade Intermediate Index(^SAPINI:SP)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
-2.04%
vs Peers
+1.57%

MIPAX Mutual Fund Performance

MIPAX performance across multiple time periods: 1-month -0.62%, YTD -0.46%, 1-year 0.30%, 3-year 1.41%, 5-year 0.20%, 10-year 1.68%.

MIPAX returns outperform the peer average of -2.04% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

MIPAX performance comparison shows side-by-side returns with another fund. MIPAX alternatives are available in the Mutual Fund Screener.