MLPAX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+1.63%
3 Months
+1.31%
6 Months
+17.64%
YTD
+16.80%
1 Year
+17.79%
3 Years (annualized)
+24.54%
5 Years (annualized)
+20.96%
10 Years (annualized)
+9.01%

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

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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 Index(AMZ)
This Mutual Fund (YTD)
+16.80%
Peer Avg (YTD)
+14.02%
vs Peers
+2.78%

MLPAX Mutual Fund Performance

MLPAX performance across multiple time periods: 1-month 1.63%, YTD 16.80%, 1-year 17.79%, 3-year 24.54%, 5-year 20.96%, 10-year 9.01%.

MLPAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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