MLCPX Mutual Fund

MLCPX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+5.14%
3 Months
+11.75%
6 Months
+13.50%
YTD
+30.63%
1 Year
+30.34%
3 Years (annualized)
+22.44%
5 Years (annualized)
+24.30%
10 Years (annualized)
+8.71%

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)
+30.63%
Peer Avg (YTD)
+25.30%
vs Peers
+5.33%

MLCPX Mutual Fund Performance

MLCPX performance across multiple time periods: 1-month 5.14%, YTD 30.63%, 1-year 30.34%, 3-year 22.44%, 5-year 24.30%, 10-year 8.71%.

MLCPX returns outperform the peer average of 25.30% 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.