Find A Portfolio/Ticker
Comparison Box
MPIQMKTEcon: MPIQCompEcon (ETF)
Basic Info 100 0(0.0%) May 02
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 03/02/1993 |
| Last Dividend Date: | 09/17/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/02/1993 |
2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9900.0 | 9900.0 | 364.2 | 151.2 | 0.0 | 35.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sharpe Ratio | NA | NA | 21.44 | 0.51 | 0.24 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 |
| Draw Down(%) | NA | 0.0 | 0.0 | 99.0 | 99.0 | 99.0 | NA | NA | 99.0 | 0.0 | 99.0 |
| Standard Deviation(%) | NA | 797.6 | 461.4 | 704.8 | 618.6 | 618.2 | NA | NA | 526.4 | NA | 655.2 |
| Treynor Ratio | NA | NA | 2.26 | -0.62 | -0.2 | -0.04 | NA | NA | 0.02 | NA | 0.0 |
| Alpha | NA | 119.64 | 39.08 | 52.17 | 39.39 | 35.01 | NA | NA | 25.41 | -0.03 | 39.72 |
| Beta | NA | 69.87 | 43.78 | -5.83 | -7.35 | 0.38 | NA | NA | -0.75 | 0.0 | -18.48 |
| RSquared | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (FIDELITY VALUE FUND FIDELITY VALUE FUND) 2.18% (99%)
- JMCVX (PERKINS MID CAP VALUE FUND CLASS T) 0.0% (98%)
- MLPIX (MID-CAP VALUE PROFUND MID-CAP VALUE PROFUND INVESTOR CLASS) 2.01% (97%)
- NBREX (NEUBERGER BERMAN MID CAP INTRINSIC VALUE FUND TRUST CLASS) 1.78% (97%)
- VMVIX (VANGUARD MID-CAP VALUE INDEX FUND INVESTOR SHARES) 1.80% (96%)
- FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) 1.73% (93%)
- GCMAX (GOLDMAN SACHS MID CAP VALUE FUND CLASS A) 0.0% (93%)
- LMOPX (MILLER OPPORTUNITY TRUST CLASS C) 2.72% (92%)
- NSEIX (NICHOLAS EQUITY INCOME FUND INC CLASS I) 1.61% (92%)
- SMVTX (RIDGEWORTH CEREDEX MID-CAP VALUE EQUITY FUND I SHARES) 2.14% (91%)
Best ETFs
- DVY (iShares Select Dividend ETF) 1.34% (100%)
- MPIQMKTEcon (MPIQCompEcon) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value ETF) 1.83% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value ETF) 1.96% (98%)
- DON (WisdomTree U.S. MidCap Dividend Fund) 1.90% (96%)
- FAB (First Trust Multi Cap Value AlphaDEX Fund) 1.85% (95%)
- RPV (Invesco S&P 500 Pure Value ETF) 1.37% (95%)
- RWK (Invesco S&P MidCap 400 Revenue ETF) 2.34% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 1.71% (94%)
- PEY (Invesco High Yield Equity Dividend Achievers ETF) 1.67% (94%)
Latest Articles Related to MPIQMKTEcon
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
