IMLPX Mutual Fund

NAV$12.02

Returns Overview

1 Month
+2.27%
3 Months
+0.61%
6 Months
+20.08%
YTD
+19.01%
1 Year
+19.41%
3 Years (annualized)
+23.17%
5 Years (annualized)
+21.06%
10 Years (annualized)
+9.04%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Total Return USD(AMZX)
This Mutual Fund (YTD)
+19.01%
Peer Avg (YTD)
+14.02%
vs Peers
+4.99%

IMLPX Mutual Fund Performance

IMLPX performance across multiple time periods: 1-month 2.27%, YTD 19.01%, 1-year 19.41%, 3-year 23.17%, 5-year 21.06%, 10-year 9.04%.

IMLPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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