MPLMX Mutual Fund

MPLMX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.71%
3 Months
+0.06%
6 Months
-0.08%
YTD
+0.71%
1 Year
+3.15%
3 Years (annualized)
+3.82%
5 Years (annualized)
+2.07%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPLMX 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
Bloomberg Municipal 1-5 Year Index
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.23%
vs Peers
+0.47%

MPLMX Mutual Fund Performance

MPLMX performance across multiple time periods: 1-month -0.71%, YTD 0.71%, 1-year 3.15%, 3-year 3.82%, 5-year 2.07%, 10-year 1.61%.

MPLMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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