MLPEX Mutual Fund

MLPEX Mutual Fund

NAV$8.28
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Returns Overview

1 Month
+6.29%
3 Months
+0.22%
6 Months
+1.24%
YTD
+24.80%
1 Year
+32.02%
3 Years (annualized)
+22.69%
5 Years (annualized)
+20.08%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPEX 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)
+24.80%
Peer Avg (YTD)
+25.52%
vs Peers
-0.71%

MLPEX Mutual Fund Performance

MLPEX performance across multiple time periods: 1-month 6.29%, YTD 24.80%, 1-year 32.02%, 3-year 22.69%, 5-year 20.08%, 10-year 9.70%.

MLPEX returns trail the peer average of 25.52% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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