MLPEX Mutual Fund

NAV$8.88

Returns Overview

1 Month
+2.18%
3 Months
+2.85%
6 Months
+22.74%
YTD
+21.76%
1 Year
+24.63%
3 Years (annualized)
+24.62%
5 Years (annualized)
+19.64%
10 Years (annualized)
+9.14%

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
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)
+21.76%
Peer Avg (YTD)
+14.02%
vs Peers
+7.74%

MLPEX Mutual Fund Performance

MLPEX performance across multiple time periods: 1-month 2.18%, YTD 21.76%, 1-year 24.63%, 3-year 24.62%, 5-year 19.64%, 10-year 9.14%.

MLPEX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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