IMLPX Mutual Fund

IMLPX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+5.32%
3 Months
+12.08%
6 Months
+14.13%
YTD
+31.60%
1 Year
+31.74%
3 Years (annualized)
+23.71%
5 Years (annualized)
+25.57%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMLPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Total Return USD(AMZX)
This Mutual Fund (YTD)
+31.60%
Peer Avg (YTD)
+25.30%
vs Peers
+6.30%

IMLPX Mutual Fund Performance

IMLPX performance across multiple time periods: 1-month 5.32%, YTD 31.60%, 1-year 31.74%, 3-year 23.71%, 5-year 25.57%, 10-year 9.81%.

IMLPX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

IMLPX vs another fund shows side-by-side returns. IMLPX alternatives are available in the Mutual Fund Screener.