MPLIX Mutual Fund

MPLIX Mutual Fund

NAV$18.40
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Returns Overview

1 Month
+2.66%
3 Months
+3.00%
6 Months
+5.83%
YTD
+17.19%
1 Year
+27.06%
3 Years (annualized)
+20.04%
5 Years (annualized)
+9.14%
10 Years (annualized)
+9.47%

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
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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)
+17.19%
Peer Avg (YTD)
+10.17%
vs Peers
+7.02%

MPLIX Mutual Fund Performance

MPLIX performance across multiple time periods: 1-month 2.66%, YTD 17.19%, 1-year 27.06%, 3-year 20.04%, 5-year 9.14%, 10-year 9.47%.

MPLIX returns outperform the peer average of 10.17% 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.