MLPAX Mutual Fund

MLPAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+3.49%
3 Months
+9.52%
6 Months
+11.50%
YTD
+25.87%
1 Year
+27.79%
3 Years (annualized)
+24.78%
5 Years (annualized)
+24.27%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPAX 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 Index(AMZ)
This Mutual Fund (YTD)
+25.87%
Peer Avg (YTD)
+25.30%
vs Peers
+0.57%

MLPAX Mutual Fund Performance

MLPAX performance across multiple time periods: 1-month 3.49%, YTD 25.87%, 1-year 27.79%, 3-year 24.78%, 5-year 24.27%, 10-year 9.00%.

MLPAX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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