MPHZX Mutual Fund

NAV$8.10

Returns Overview

1 Month
+0.48%
3 Months
+2.86%
6 Months
+2.81%
YTD
+2.81%
1 Year
+6.66%
3 Years (annualized)
+9.14%
5 Years (annualized)
+4.30%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPHZX 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
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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)
+2.81%
Peer Avg (YTD)
+3.23%
vs Peers
-0.42%

MPHZX Mutual Fund Performance

MPHZX performance across multiple time periods: 1-month 0.48%, YTD 2.81%, 1-year 6.66%, 3-year 9.14%, 5-year 4.30%, 10-year 5.73%.

MPHZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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