MLPDX Mutual Fund

MLPDX Mutual Fund

NAV$7.23
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Returns Overview

1 Month
+4.88%
3 Months
+3.65%
6 Months
+16.15%
YTD
+24.59%
1 Year
+25.88%
3 Years (annualized)
+21.40%
5 Years (annualized)
+20.54%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPDX 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)
+24.59%
Peer Avg (YTD)
+19.98%
vs Peers
+4.61%

MLPDX Mutual Fund Performance

MLPDX performance across multiple time periods: 1-month 4.88%, YTD 24.59%, 1-year 25.88%, 3-year 21.40%, 5-year 20.54%, 10-year 10.84%.

MLPDX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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