MPMAX Mutual Fund

MPMAX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-1.91%
3 Months
-0.32%
6 Months
+0.44%
YTD
+0.97%
1 Year
+6.56%
3 Years (annualized)
+3.46%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPMAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.23%
vs Peers
+0.74%

MPMAX Mutual Fund Performance

MPMAX performance across multiple time periods: 1-month -1.91%, YTD 0.97%, 1-year 6.56%, 3-year 3.46%, 5-year 0.45%, 10-year 1.87%.

MPMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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