MPLAX Mutual Fund

NAV$18.49

Returns Overview

1 Month
+2.03%
3 Months
+14.98%
6 Months
+15.91%
YTD
+14.62%
1 Year
+28.43%
3 Years (annualized)
+18.75%
5 Years (annualized)
+8.45%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPLAX 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

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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
Morningstar Global ex-US Target Market Exposure NR USD Index(MGT)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+9.13%
vs Peers
+5.49%

MPLAX Mutual Fund Performance

MPLAX performance across multiple time periods: 1-month 2.03%, YTD 14.62%, 1-year 28.43%, 3-year 18.75%, 5-year 8.45%, 10-year 9.29%.

MPLAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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