MIPZX Mutual Fund

MIPZX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-0.90%
3 Months
-1.12%
6 Months
+0.01%
YTD
+0.72%
1 Year
+2.03%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.29%
10 Years (annualized)
+2.54%

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
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)
+0.72%
Peer Avg (YTD)
+0.12%
vs Peers
+0.60%

MIPZX Mutual Fund Performance

MIPZX performance across multiple time periods: 1-month -0.90%, YTD 0.72%, 1-year 2.03%, 3-year 3.89%, 5-year 0.29%, 10-year 2.54%.

MIPZX returns outperform the peer average of 0.12% 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.