MPIEX Mutual Fund

NAV$19.25

Returns Overview

1 Month
+2.61%
3 Months
+5.48%
6 Months
+7.66%
YTD
+10.19%
1 Year
+19.91%
3 Years (annualized)
+17.88%
5 Years (annualized)
+10.27%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPIEX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+8.71%
vs Peers
+1.47%

MPIEX Mutual Fund Performance

MPIEX performance across multiple time periods: 1-month 2.61%, YTD 10.19%, 1-year 19.91%, 3-year 17.88%, 5-year 10.27%, 10-year 8.55%.

MPIEX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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