MXIPX Mutual Fund

MXIPX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.50%
3 Months
+0.80%
6 Months
+1.61%
YTD
+4.24%
1 Year
+6.53%
3 Years (annualized)
+7.41%
5 Years (annualized)
+3.11%
10 Years (annualized)
+4.15%

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
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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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+3.78%
vs Peers
+0.46%

MXIPX Mutual Fund Performance

MXIPX performance across multiple time periods: 1-month 0.50%, YTD 4.24%, 1-year 6.53%, 3-year 7.41%, 5-year 3.11%, 10-year 4.15%.

MXIPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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