MPEGX Mutual Fund

MPEGX Mutual Fund

NAV$24.51
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Returns Overview

1 Month
-4.82%
3 Months
-0.83%
6 Months
-0.66%
YTD
-3.63%
1 Year
-12.00%
3 Years (annualized)
+28.46%
5 Years (annualized)
-7.13%
10 Years (annualized)
+14.11%

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)
-3.63%
Peer Avg (YTD)
+8.01%
vs Peers
-11.63%

MPEGX Mutual Fund Performance

MPEGX performance across multiple time periods: 1-month -4.82%, YTD -3.63%, 1-year -12.00%, 3-year 28.46%, 5-year -7.13%, 10-year 14.11%.

MPEGX returns trail the peer average of 8.01% 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.