MPSAX Mutual Fund

MPSAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-0.07%
3 Months
-1.44%
6 Months
-1.27%
YTD
+0.44%
1 Year
-0.39%
3 Years (annualized)
+3.43%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPSAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+2.15%
vs Peers
-1.71%

MPSAX Mutual Fund Performance

MPSAX performance across multiple time periods: 1-month -0.07%, YTD 0.44%, 1-year -0.39%, 3-year 3.43%, 5-year -0.27%, 10-year 1.98%.

MPSAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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