MPHSX Mutual Fund

MPHSX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-0.38%
3 Months
-1.51%
6 Months
-0.59%
YTD
+1.02%
1 Year
+2.15%
3 Years (annualized)
+8.92%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHSX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+1.93%
vs Peers
-0.91%

MPHSX Mutual Fund Performance

MPHSX performance across multiple time periods: 1-month -0.38%, YTD 1.02%, 1-year 2.15%, 3-year 8.92%, 5-year 3.77%, 10-year 4.94%.

MPHSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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