MPHLX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+0.58%
3 Months
+2.79%
6 Months
+2.65%
YTD
+2.65%
1 Year
+6.47%
3 Years (annualized)
+8.85%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHLX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+3.23%
vs Peers
-0.58%

MPHLX Mutual Fund Performance

MPHLX performance across multiple time periods: 1-month 0.58%, YTD 2.65%, 1-year 6.47%, 3-year 8.85%, 5-year 4.02%, 10-year 5.42%.

MPHLX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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