MPLAX Mutual Fund

MPLAX Mutual Fund

NAV$17.97
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Returns Overview

1 Month
-2.93%
3 Months
-2.14%
6 Months
+2.76%
YTD
+10.24%
1 Year
+14.17%
3 Years (annualized)
+20.35%
5 Years (annualized)
+7.79%
10 Years (annualized)
+8.33%

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
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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
Morningstar Global ex-US Target Market Exposure NR USD Index(MGT)
This Mutual Fund (YTD)
+10.24%
Peer Avg (YTD)
+8.05%
vs Peers
+2.19%

MPLAX Mutual Fund Performance

MPLAX performance across multiple time periods: 1-month -2.93%, YTD 10.24%, 1-year 14.17%, 3-year 20.35%, 5-year 7.79%, 10-year 8.33%.

MPLAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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