MLPAX Mutual Fund

MLPAX Mutual Fund

NAV$10.21
See how much of MLPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.13%
3 Months
+2.96%
6 Months
+15.56%
YTD
+21.63%
1 Year
+22.92%
3 Years (annualized)
+23.81%
5 Years (annualized)
+23.30%
10 Years (annualized)
+9.32%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+21.63%
Peer Avg (YTD)
+19.98%
vs Peers
+1.65%

MLPAX Mutual Fund Performance

MLPAX performance across multiple time periods: 1-month 4.13%, YTD 21.63%, 1-year 22.92%, 3-year 23.81%, 5-year 23.30%, 10-year 9.32%.

MLPAX returns outperform the peer average of 19.98% 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.