MLCPX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+2.22%
3 Months
+0.33%
6 Months
+19.49%
YTD
+18.50%
1 Year
+18.27%
3 Years (annualized)
+21.97%
5 Years (annualized)
+19.85%
10 Years (annualized)
+7.95%

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
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)
+18.50%
Peer Avg (YTD)
+14.02%
vs Peers
+4.47%

MLCPX Mutual Fund Performance

MLCPX performance across multiple time periods: 1-month 2.22%, YTD 18.50%, 1-year 18.27%, 3-year 21.97%, 5-year 19.85%, 10-year 7.95%.

MLCPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.45%, investors should weigh costs against performance when evaluating this mutual fund.

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