MPNIX Mutual Fund

NAV$26.49

Returns Overview

1 Month
+0.25%
3 Months
+1.41%
6 Months
+4.19%
YTD
+4.95%
1 Year
+5.12%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.98%
10 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPNIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Investment Grade Intermediate Index(^SAPINI:SP)
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+2.67%
vs Peers
+2.28%

MPNIX Mutual Fund Performance

MPNIX performance across multiple time periods: 1-month 0.25%, YTD 4.95%, 1-year 5.12%, 3-year 3.89%, 5-year 0.98%, 10-year 2.04%.

MPNIX returns outperform the peer average of 2.67% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

MPNIX performance comparison shows side-by-side returns with another fund. MPNIX alternatives are available in the Mutual Fund Screener.