MIPTX Mutual Fund

MIPTX Mutual Fund

NAV$24.52
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Returns Overview

1 Month
-9.91%
3 Months
-8.16%
6 Months
-5.91%
YTD
+8.27%
1 Year
+11.00%
3 Years (annualized)
+16.62%
5 Years (annualized)
+1.94%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPTX 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 All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+12.35%
vs Peers
-4.08%

MIPTX Mutual Fund Performance

MIPTX performance across multiple time periods: 1-month -9.91%, YTD 8.27%, 1-year 11.00%, 3-year 16.62%, 5-year 1.94%, 10-year 6.08%.

MIPTX returns trail the peer average of 12.35% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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