Average Annualized Return
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.
Average Annualized Total Returns as of most recent Quarter End
As of 9/30/24 | 1 Year | 5 Year | 10 Year | Since Inception 3/1/99 |
MP63 Fund | 25.51% | 8.97% | 9.45% | 7.21% |
Average Annualized Total Returns as of most recent Month End
As of 10/31/24 | 1 Year | 5 Year | 10 Year | Since Inception 3/1/99 |
MP63 Fund | 26.20% | 8.38% | 8.85% | 7.10% |
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.
Expense Ratio as of 10/31/24= 0.72%