MXIPX Mutual Fund

NAV$10.11

Returns Overview

1 Month
+0.50%
3 Months
+4.25%
6 Months
+4.14%
YTD
+3.93%
1 Year
+7.99%
3 Years (annualized)
+7.34%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+4.14%
vs Peers
-0.22%

MXIPX Mutual Fund Performance

MXIPX performance across multiple time periods: 1-month 0.50%, YTD 3.93%, 1-year 7.99%, 3-year 7.34%, 5-year 3.31%, 10-year 4.31%.

MXIPX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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