MPHZX Mutual Fund

MPHZX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
+1.05%
3 Months
+1.35%
6 Months
+2.69%
YTD
+3.70%
1 Year
+5.89%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.39%
10 Years (annualized)
+5.40%

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
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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)
+3.70%
Peer Avg (YTD)
+2.15%
vs Peers
+1.55%

MPHZX Mutual Fund Performance

MPHZX performance across multiple time periods: 1-month 1.05%, YTD 3.70%, 1-year 5.89%, 3-year 8.83%, 5-year 4.39%, 10-year 5.40%.

MPHZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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