MIPTX Mutual Fund

MIPTX Mutual Fund

NAV$26.67
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Returns Overview

1 Month
-0.14%
3 Months
-7.68%
6 Months
+21.76%
YTD
+20.18%
1 Year
+27.93%
3 Years (annualized)
+17.73%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.90%

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)
+20.18%
Peer Avg (YTD)
+23.11%
vs Peers
-2.93%

MIPTX Mutual Fund Performance

MIPTX performance across multiple time periods: 1-month -0.14%, YTD 20.18%, 1-year 27.93%, 3-year 17.73%, 5-year 4.00%, 10-year 6.90%.

MIPTX returns trail the peer average of 23.11% 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.