MLCPX Mutual Fund

MLCPX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
+3.98%
3 Months
+2.39%
6 Months
+16.17%
YTD
+24.24%
1 Year
+23.09%
3 Years (annualized)
+20.93%
5 Years (annualized)
+22.47%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLCPX 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
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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)
+24.24%
Peer Avg (YTD)
+19.98%
vs Peers
+4.26%

MLCPX Mutual Fund Performance

MLCPX performance across multiple time periods: 1-month 3.98%, YTD 24.24%, 1-year 23.09%, 3-year 20.93%, 5-year 22.47%, 10-year 8.49%.

MLCPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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