MPAIX Mutual Fund

MPAIX Mutual Fund

NAV$27.57
See how much of MPAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.32%
3 Months
+0.80%
6 Months
+11.94%
YTD
-1.29%
1 Year
-8.72%
3 Years (annualized)
+22.33%
5 Years (annualized)
-1.55%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPAIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.29%
Peer Avg (YTD)
+16.41%
vs Peers
-17.70%

MPAIX Mutual Fund Performance

MPAIX performance across multiple time periods: 1-month -1.32%, YTD -1.29%, 1-year -8.72%, 3-year 22.33%, 5-year -1.55%, 10-year 11.65%.

MPAIX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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