MPITX Mutual Fund

NAV$19.41

Returns Overview

1 Month
+1.05%
3 Months
+7.27%
6 Months
+10.80%
YTD
+10.10%
1 Year
+21.06%
3 Years (annualized)
+15.11%
5 Years (annualized)
+7.85%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPITX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+9.13%
vs Peers
+0.97%

MPITX Mutual Fund Performance

MPITX performance across multiple time periods: 1-month 1.05%, YTD 10.10%, 1-year 21.06%, 3-year 15.11%, 5-year 7.85%, 10-year 8.84%.

MPITX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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