MPEXX Mutual Fund

MPEXX Mutual Fund

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Returns Overview

3 Months
+0.60%
6 Months
+1.25%
YTD
+2.15%
1 Year
+2.81%
3 Years (annualized)
+2.96%
5 Years (annualized)
+2.50%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPEXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+2.21%
vs Peers
-0.06%

MPEXX Mutual Fund Performance

MPEXX performance across multiple time periods: YTD 2.15%, 1-year 2.81%, 3-year 2.96%, 5-year 2.50%, 10-year 1.44%.

MPEXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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