MLPFX Mutual Fund

MLPFX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+3.02%
3 Months
+7.80%
6 Months
+10.95%
YTD
+29.98%
1 Year
+32.16%
3 Years (annualized)
+25.47%
5 Years (annualized)
+23.61%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPFX 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)
+29.98%
Peer Avg (YTD)
+25.30%
vs Peers
+4.68%

MLPFX Mutual Fund Performance

MLPFX performance across multiple time periods: 1-month 3.02%, YTD 29.98%, 1-year 32.16%, 3-year 25.47%, 5-year 23.61%, 10-year 10.44%.

MLPFX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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