MPDIX Mutual Fund

NAV$12.63

Returns Overview

1 Month
+1.03%
3 Months
+12.20%
6 Months
+14.59%
YTD
+11.90%
1 Year
+22.94%
3 Years (annualized)
+22.82%
5 Years (annualized)
+20.40%
10 Years (annualized)
+18.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPDIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+11.17%
vs Peers
+0.72%

MPDIX Mutual Fund Performance

MPDIX performance across multiple time periods: 1-month 1.03%, YTD 11.90%, 1-year 22.94%, 3-year 22.82%, 5-year 20.40%, 10-year 18.02%.

MPDIX returns outperform the peer average of 11.17% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

MPDIX performance comparison shows side-by-side returns with another fund. MPDIX alternatives are available in the Mutual Fund Screener.