MIPTX Mutual Fund

NAV$26.87

Returns Overview

1 Month
-8.64%
3 Months
+1.93%
6 Months
+9.85%
YTD
+16.37%
1 Year
+61.41%
3 Years (annualized)
+21.19%
5 Years (annualized)
+6.38%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIPTX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+27.12%
vs Peers
-10.75%

MIPTX Mutual Fund Performance

MIPTX performance across multiple time periods: 1-month -8.64%, YTD 16.37%, 1-year 61.41%, 3-year 21.19%, 5-year 6.38%, 10-year 9.44%.

MIPTX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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