MPISX Mutual Fund

MPISX Mutual Fund

NAV$26.21
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Returns Overview

1 Month
-0.20%
3 Months
+4.09%
6 Months
+14.53%
YTD
+13.03%
1 Year
+8.77%
3 Years (annualized)
+12.40%
5 Years (annualized)
+18.09%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPISX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+11.10%
vs Peers
+1.93%

MPISX Mutual Fund Performance

MPISX performance across multiple time periods: 1-month -0.20%, YTD 13.03%, 1-year 8.77%, 3-year 12.40%, 5-year 18.09%, 10-year 10.96%.

MPISX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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