MPAIX Mutual Fund

MPAIX Mutual Fund

NAV$27.67
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Returns Overview

1 Month
-5.37%
3 Months
-0.04%
6 Months
-0.80%
YTD
-8.45%
1 Year
-11.86%
3 Years (annualized)
+14.66%
5 Years (annualized)
-2.76%
10 Years (annualized)
+10.86%

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)
-8.45%
Peer Avg (YTD)
+11.56%
vs Peers
-20.01%

MPAIX Mutual Fund Performance

MPAIX performance across multiple time periods: 1-month -5.37%, YTD -8.45%, 1-year -11.86%, 3-year 14.66%, 5-year -2.76%, 10-year 10.86%.

MPAIX returns trail the peer average of 11.56% 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.