MIPZX Mutual Fund

MIPZX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
+0.08%
3 Months
-1.29%
6 Months
-0.88%
YTD
+0.80%
1 Year
+0.69%
3 Years (annualized)
+4.11%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPZX 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
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📉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)
+0.80%
Peer Avg (YTD)
+2.15%
vs Peers
-1.35%

MIPZX Mutual Fund Performance

MIPZX performance across multiple time periods: 1-month 0.08%, YTD 0.80%, 1-year 0.69%, 3-year 4.11%, 5-year 0.34%, 10-year 2.58%.

MIPZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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