MPEGX Mutual Fund

MPEGX Mutual Fund

NAV$25.37
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Returns Overview

1 Month
-4.36%
3 Months
+0.17%
6 Months
+3.70%
YTD
-2.82%
1 Year
-10.74%
3 Years (annualized)
+18.21%
5 Years (annualized)
-5.82%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPEGX 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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.82%
Peer Avg (YTD)
+9.54%
vs Peers
-12.36%

MPEGX Mutual Fund Performance

MPEGX performance across multiple time periods: 1-month -4.36%, YTD -2.82%, 1-year -10.74%, 3-year 18.21%, 5-year -5.82%, 10-year 13.38%.

MPEGX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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