MPGFX Mutual Fund

NAV$207.98

Returns Overview

1 Month
-0.44%
3 Months
+13.49%
6 Months
+9.20%
YTD
+8.79%
1 Year
+18.37%
3 Years (annualized)
+15.18%
5 Years (annualized)
+9.68%
10 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPGFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+9.51%
vs Peers
-0.72%

MPGFX Mutual Fund Performance

MPGFX performance across multiple time periods: 1-month -0.44%, YTD 8.79%, 1-year 18.37%, 3-year 15.18%, 5-year 9.68%, 10-year 12.38%.

MPGFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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