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The Mp 63 Fund: (MF: DRIPX)
(NASDAQ Mutual Funds) As of Apr 28, 2025 08:00 PM ET
$26.68 USD
+0.05 (0.19%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.61 | 10 |
| 3 months | 1.61 | 10 |
| 6 months | -1.93 | 29 |
| 1 Year | 4.10 | 45 |
| 3 Year | 4.17 | 70 |
| 5 Year | 12.75 | 83 |
| 10 Year | 8.19 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 91.29 |
| Bear Market (10/07 - 2/09) | -52.13 |
| Bull Market (2/09 - 3/21) | 590.53 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.10 |
| 5 Year | 12.75 |
| 10 Year | 8.20 |
| Since Inception | 6.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.61 | NA | NA | NA |
| 2024 | 8.27 | -1.66 | 7.95 | -3.49 |
| 2023 | -0.51 | 2.37 | -4.75 | 9.19 |
| 2022 | -3.25 | -10.79 | -6.33 | 13.30 |
| 2021 | 7.96 | 3.05 | -1.59 | 10.04 |
| 2020 | -21.81 | 15.69 | 7.29 | 11.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.61 | 10.93 | 5.92 | -8.40 | 20.49 | 8.13 | 28.51 | -5.54 | 18.51 | 14.90 | -8.15 |
| % Total Return Rel to Index | 5.87 | -14.08 | -20.32 | 9.79 | -8.19 | -10.26 | -2.98 | -1.15 | -3.28 | 2.96 | -9.54 |
| % Total Return Rel to Peer | 6.63 | -8.46 | -17.07 | 11.29 | -1.56 | -11.77 | 0.08 | 1.31 | -2.16 | 7.08 | -6.55 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.52 | 0.45 | 0.44 | 0.40 | 0.41 | 0.38 | 0.40 | 0.36 | 0.37 | 0.33 |
| % Yield | 0.00 | 1.75 | 1.83 | 1.60 | 1.31 | 1.53 | 1.51 | 1.92 | 1.57 | 1.87 | 1.88 |
| Capital Gains ($) | 0.00 | 1.10 | 0.35 | 0.64 | 0.62 | 0.46 | 0.43 | 0.79 | 0.05 | 0.41 | 0.00 |
| Expense Ratio | 0.00 | 0.72 | 0.72 | 0.63 | 0.71 | 0.69 | 0.72 | 0.75 | 0.77 | 0.80 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%