Nasdaq - Delayed Quote USD

The MP 63 Fund (DRIPX)

27.45 +0.04 (+0.15%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.06%
5y Average Return 8.03%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 32.57%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 32.57%
Worst 3Y Total Return 5.34%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DRIPX
Category
YTD
8.28%
17.52%
1-Month
4.63%
-0.87%
3-Month
8.28%
5.51%
1-Year
15.28%
42.88%
3-Year
5.44%
11.93%
5-Year
9.25%
12.07%
10-Year
9.18%
10.95%
Last Bull Market
29.97%
23.18%
Last Bear Market
-10.80%
-17.87%

Annual Total Return (%) History

Year
DRIPX
Category
2024
--
--
2023
5.92%
--
2022
-8.41%
--
2021
20.48%
--
2020
8.12%
2.91%
2019
28.67%
25.04%
2018
-5.54%
-8.53%
2017
18.51%
15.94%

2016
14.94%
14.81%
2015
-3.73%
-4.05%
2014
13.28%
10.21%
2013
32.57%
31.21%
2012
13.82%
14.57%
2011
1.31%
-0.75%
2010
12.67%
13.66%
2009
24.72%
24.13%
2008
-31.10%
-37.09%
2007
5.73%
1.42%
2006
12.07%
18.15%
2005
3.35%
5.95%
2004
11.03%
12.97%
2003
27.28%
28.44%
2002
-14.97%
-18.69%
2001
-1.09%
-4.99%
2000
5.77%
7.87%
1999
--
6.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.28% -- -- --
2023 -0.51% 2.37% -4.75% 9.19%
2022 -3.25% -10.80% -6.33% 13.30%
2021 7.97% 3.06% -1.59% 10.03%
2020 -21.82% 15.70% 7.30% 11.40%
2019 13.12% 3.88% 3.51% 5.78%
2018 -2.46% 0.48% 7.73% -10.53%
2017 4.16% 3.01% 2.47% 7.80%
2016 5.54% 4.12% 1.84% 2.71%
2015 -1.61% -1.96% -6.01% 6.19%

2014 2.64% 4.11% -0.49% 6.54%
2013 11.66% 2.71% 5.28% 9.80%
2012 9.17% -1.16% 4.29% 1.15%
2011 4.43% 1.36% -15.15% 12.81%
2010 5.19% -12.06% 10.91% 9.82%
2009 -14.16% 17.94% 15.77% 6.40%
2008 -6.93% -3.85% -1.96% -21.47%
2007 0.68% 6.13% 1.83% -2.83%
2006 3.76% -1.65% 3.04% 6.58%
2005 -1.42% 1.78% 1.42% 1.57%
2004 1.47% 2.72% -0.71% 7.28%
2003 -4.77% 13.94% 3.65% 13.18%
2002 3.54% -9.58% -15.11% 7.00%
2001 -9.28% 7.45% -9.51% 12.13%
2000 -1.42% 0.82% 4.08% 2.24%
1999 6.33% -10.02% 4.21% --

Rank in Category (By Total Return)

YTD 60
1-Month 65
3-Month 60
1-Year 84
3-Year 93
5-Year 82

Load Adjusted Returns

1-Year 15.28%
3-Year 5.44%
5-Year 9.25%
10-Year 9.18%

Performance & Risk

YTD Return 5.06%
5y Average Return 8.03%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family MP 63
Net Assets 95.08M
YTD Return 8.28%
Yield 1.60%
Morningstar Rating
Inception Date Mar 01, 1999

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend paying common stock of companies that offer direct investment plans ("DRIPs") with an emphasis on quality and diversity. These are typically large-capitalization stocks. The companies in which the fund principally invests are typically large capitalization stocks and are diversified across industries. However, the fund may invest in companies of any size.

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