MPLIX Mutual Fund

MPLIX Mutual Fund

NAV$18.13
See how much of MPLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.91%
3 Months
-2.01%
6 Months
+2.97%
YTD
+10.62%
1 Year
+14.63%
3 Years (annualized)
+20.91%
5 Years (annualized)
+8.31%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPLIX 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

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)
+10.62%
Peer Avg (YTD)
+8.05%
vs Peers
+2.57%

MPLIX Mutual Fund Performance

MPLIX performance across multiple time periods: 1-month -2.91%, YTD 10.62%, 1-year 14.63%, 3-year 20.91%, 5-year 8.31%, 10-year 8.95%.

MPLIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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