The MP 63 Fund (DRIPX)

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The chart shows the growth of an initial investment of $10,000 in The MP 63 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The MP 63 Fund (DRIPX) has returned 1.34% so far this year and 13.58% over the past 12 months. Over the last ten years, DRIPX has returned 9.04% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 26, 1999, DRIPX's average daily return is +0.69%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +11.6%, while the worst month was Oct 2008 at -17.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DRIPX closed higher 52% of trading days. The best single day was Jan 21, 2025 with a return of +2,746.9%, while the worst single day was Jan 22, 2025 at -96.5%.

The MP 63 Fund has an annualized alpha of 437.02%, beta of 0.80, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 01, 1999.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (88.01%) than losses (85.56%) — typical of diversified or defensive assets.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

DRIPX has an expense ratio of 0.63%, placing it in the medium range.

DRIPX ranks 51 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and compare them to a chosen benchmark (S&P 500 Index).

The MP 63 Fund provided a 6.94% dividend yield over the last twelve months, with an annual payout of $2.05 per share.

The table displays the monthly dividend distributions for The MP 63 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The MP 63 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The MP 63 Fund was 96.89%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current The MP 63 Fund drawdown is 96.04%.

The chart below shows the rolling one-month volatility.