MPEGX Mutual Fund

NAV$24.47

Returns Overview

1 Month
-3.17%
3 Months
+2.51%
6 Months
-1.96%
YTD
-1.37%
1 Year
-3.63%
3 Years (annualized)
+23.40%
5 Years (annualized)
-1.61%
10 Years (annualized)
+23.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPEGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-1.37%
Peer Avg (YTD)
+10.82%
vs Peers
-12.19%

MPEGX Mutual Fund Performance

MPEGX performance across multiple time periods: 1-month -3.17%, YTD -1.37%, 1-year -3.63%, 3-year 23.40%, 5-year -1.61%, 10-year 23.69%.

MPEGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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