MPTRX Mutual Fund

MPTRX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+1.21%
3 Months
+2.52%
6 Months
+1.93%
YTD
+5.11%
1 Year
+1.84%
3 Years (annualized)
+1.35%
5 Years (annualized)
-1.78%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPTRX 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)
+5.11%
Peer Avg (YTD)
+3.93%
vs Peers
+1.18%

MPTRX Mutual Fund Performance

MPTRX performance across multiple time periods: 1-month 1.21%, YTD 5.11%, 1-year 1.84%, 3-year 1.35%, 5-year -1.78%, 10-year 1.10%.

MPTRX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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