MIPRX Mutual Fund

MIPRX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-0.96%
3 Months
-1.29%
6 Months
-0.15%
YTD
+0.42%
1 Year
+1.15%
3 Years (annualized)
+3.27%
5 Years (annualized)
-0.23%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPRX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+0.12%
vs Peers
+0.30%

MIPRX Mutual Fund Performance

MIPRX performance across multiple time periods: 1-month -0.96%, YTD 0.42%, 1-year 1.15%, 3-year 3.27%, 5-year -0.23%, 10-year 2.04%.

MIPRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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