MIPLX Mutual Fund

NAV$9.28

Returns Overview

1 Month
-0.49%
3 Months
+0.92%
6 Months
+1.38%
YTD
+1.59%
1 Year
+2.56%
3 Years (annualized)
+4.05%
5 Years (annualized)
+0.69%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPLX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+3.23%
vs Peers
-1.64%

MIPLX Mutual Fund Performance

MIPLX performance across multiple time periods: 1-month -0.49%, YTD 1.59%, 1-year 2.56%, 3-year 4.05%, 5-year 0.69%, 10-year 2.41%.

MIPLX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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