MPSIX Mutual Fund

NAV$25.57

Returns Overview

1 Month
+3.56%
3 Months
+14.41%
6 Months
+17.21%
YTD
+15.66%
1 Year
+25.57%
3 Years (annualized)
+14.19%
5 Years (annualized)
+8.28%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPSIX 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 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+15.66%
Peer Avg (YTD)
+10.82%
vs Peers
+4.85%

MPSIX Mutual Fund Performance

MPSIX performance across multiple time periods: 1-month 3.56%, YTD 15.66%, 1-year 25.57%, 3-year 14.19%, 5-year 8.28%, 10-year 11.11%.

MPSIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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