MPAIX Mutual Fund

MPAIX Mutual Fund

NAV$28.60
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Returns Overview

1 Month
-1.81%
3 Months
+4.60%
6 Months
+4.56%
YTD
-3.08%
1 Year
-13.19%
3 Years (annualized)
+26.60%
5 Years (annualized)
-1.81%
10 Years (annualized)
+11.42%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+11.26%
vs Peers
-14.33%

MPAIX Mutual Fund Performance

MPAIX performance across multiple time periods: 1-month -1.81%, YTD -3.08%, 1-year -13.19%, 3-year 26.60%, 5-year -1.81%, 10-year 11.42%.

MPAIX returns trail the peer average of 11.26% 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.