MPSIX Mutual Fund

MPSIX Mutual Fund

NAV$24.26
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Returns Overview

1 Month
+0.12%
3 Months
+1.23%
6 Months
+5.81%
YTD
+14.58%
1 Year
+16.89%
3 Years (annualized)
+12.94%
5 Years (annualized)
+7.32%
10 Years (annualized)
+10.35%

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
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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
S&P 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+14.58%
Peer Avg (YTD)
+9.89%
vs Peers
+4.69%

MPSIX Mutual Fund Performance

MPSIX performance across multiple time periods: 1-month 0.12%, YTD 14.58%, 1-year 16.89%, 3-year 12.94%, 5-year 7.32%, 10-year 10.35%.

MPSIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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