MLPGX Mutual Fund

NAV$7.96

Returns Overview

1 Month
+1.73%
3 Months
+1.21%
6 Months
+17.28%
YTD
+16.44%
1 Year
+17.13%
3 Years (annualized)
+23.60%
5 Years (annualized)
+20.00%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPGX 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)
+16.44%
Peer Avg (YTD)
+14.02%
vs Peers
+2.42%

MLPGX Mutual Fund Performance

MLPGX performance across multiple time periods: 1-month 1.73%, YTD 16.44%, 1-year 17.13%, 3-year 23.60%, 5-year 20.00%, 10-year 8.27%.

MLPGX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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