MPHRX Mutual Fund

MPHRX Mutual Fund

NAV$7.86
See how much of MPHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
+0.82%
6 Months
+1.67%
YTD
+2.31%
1 Year
+5.48%
3 Years (annualized)
+8.47%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+0.12%
vs Peers
+2.19%

MPHRX Mutual Fund Performance

MPHRX performance across multiple time periods: 1-month -0.24%, YTD 2.31%, 1-year 5.48%, 3-year 8.47%, 5-year 4.25%, 10-year 5.19%.

MPHRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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