MPHRX Mutual Fund

NAV$7.87

Returns Overview

1 Month
+0.56%
3 Months
+2.77%
6 Months
+2.56%
YTD
+2.56%
1 Year
+6.31%
3 Years (annualized)
+8.69%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.26%

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

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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)
+2.56%
Peer Avg (YTD)
+3.23%
vs Peers
-0.66%

MPHRX Mutual Fund Performance

MPHRX performance across multiple time periods: 1-month 0.56%, YTD 2.56%, 1-year 6.31%, 3-year 8.69%, 5-year 3.88%, 10-year 5.26%.

MPHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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