It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MPB: Mid Penn Bancorp, Inc. (STOCK)
Basic Info 32.86 0.38(1.17%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/04/1997 |
| Last Dividend Date: | 05/04/2026 |
| 12-Mo. Yield | 3.20% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 7.3 | 30.2 | 15.5 | 5.9 | 10.7 | 12.7 | 6.1 | 5.5 | 10.7 | 22.8 | -16.1 | -2.9 | 49.5 | -21.1 | 29.2 | -29.4 | 42.7 | 53.9 | 6.4 | 11.7 | 30.8 | 52.2 | 2.9 | -27.1 | -49.4 | -19.3 | 53.1 | 3.3 | -5.2 | 23.2 | 24.6 | 26.3 | 27.1 | -29.9 | 0.7 | -14.9 | 2.0 |
| Sharpe Ratio | NA | 0.56 | 1.03 | 0.4 | 0.11 | 0.24 | NA | NA | 0.11 | 0.28 | 0.59 | -0.55 | -0.17 | 1.49 | -0.27 | 0.92 | -0.96 | 1.53 | 2.07 | 0.28 | 0.5 | 1.14 | 1.16 | 0.05 | -0.44 | -0.78 | -0.36 | 1.39 | -0.01 | -0.97 | 1.26 | 1.44 | 1.48 | 2.12 | -0.89 | -0.17 | -0.98 | 1.61 |
| Draw Down(%) | NA | 11.8 | 15.5 | 26.8 | 44.8 | 56.3 | NA | NA | 76.3 | 21.7 | 20.1 | 41.7 | 23.8 | 15.7 | 45.6 | 18.3 | 40.7 | 10.8 | 12.2 | 7.9 | 7.3 | 14.9 | 17.9 | 38.5 | 42.0 | 58.9 | 35.5 | 10.6 | 13.7 | 10.1 | 17.2 | 9.1 | 6.0 | 6.0 | 39.1 | 11.0 | 27.6 | 3.8 |
| Standard Deviation(%) | NA | 27.7 | 26.7 | 30.9 | 30.2 | 38.4 | NA | NA | 36.6 | 28.1 | 32.3 | 36.0 | 25.1 | 33.1 | 80.0 | 30.0 | 32.4 | 27.7 | 25.9 | 22.7 | 23.4 | 27.0 | 45.5 | 62.6 | 61.8 | 63.3 | 56.0 | 36.2 | 10.3 | 7.7 | 17.7 | 16.6 | 17.0 | 11.8 | 38.2 | 15.4 | 18.7 | 17.6 |
| Treynor Ratio | NA | 0.24 | 0.36 | 0.15 | 0.05 | 0.09 | NA | NA | 0.11 | 0.11 | 0.2 | -0.18 | -0.08 | 0.85 | -0.14 | 0.26 | -0.8 | 2.74 | 9.69 | 3.35 | 0.54 | 1.63 | 1.17 | 0.3 | -19.94 | -4.0 | -1.75 | -2.49 | 0.1 | -1.86 | 3.12 | 3.56 | 3.21 | -163.3 | -5.71 | -0.4 | -9.96 | 0.59 |
| Alpha | NA | 0.03 | 0.04 | 0.01 | 0.0 | 0.01 | NA | NA | 0.03 | 0.0 | 0.02 | -0.15 | 0.03 | 0.12 | -0.1 | 0.0 | -0.12 | 0.14 | 0.18 | 0.03 | 0.04 | 0.1 | 0.18 | 0.09 | -0.05 | -0.2 | -0.01 | 0.19 | 0.0 | -0.03 | 0.08 | 0.08 | 0.1 | 0.09 | -0.13 | -0.01 | -0.07 | 0.11 |
| Beta | NA | 0.65 | 0.77 | 0.79 | 0.71 | 0.96 | NA | NA | 0.35 | 0.72 | 0.95 | 1.1 | 0.53 | 0.58 | 1.53 | 1.06 | 0.39 | 0.15 | 0.06 | 0.02 | 0.21 | 0.19 | 0.45 | 0.1 | 0.01 | 0.12 | 0.12 | -0.2 | -0.01 | 0.04 | 0.07 | 0.07 | 0.08 | 0.0 | 0.06 | 0.07 | 0.02 | 0.48 |
| RSquared | NA | 0.11 | 0.13 | 0.14 | 0.16 | 0.2 | NA | NA | 0.03 | 0.24 | 0.14 | 0.16 | 0.26 | 0.05 | 0.4 | 0.19 | 0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.2 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 3.3 | 2.6 | 2.5 | 3.9 | 2.7 | 3.3 | 1.3 | 3.2 | 4.0 | 2.8 | 3.1 | 2.2 | 3.3 | 2.7 | 0.0 | 2.5 | 3.1 | 23.8 | 3.3 | 2.9 | 7.5 | 3.8 | 4.4 | 5.3 | 3.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -46.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 0.0 | 0.0 | -4.8 | 9.1 | -2.5 | 75.6 | -41.6 | 13.2 | 54.5 | -2.2 | 80.0 | 0.0 | 25.0 | N/A | -100.0 | -35.0 | -86.2 | 659.9 | 5.0 | -55.6 | 127.7 | 3.7 | 0.0 | 0.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/23/1995
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 ROOT Asset Class Trend Rankings |
Latest Articles Related to MPB
Related 401K Plans
| 1. MPB Corporation Employees’ Savings Plan | (0%) |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
