MLPGX Mutual Fund

MLPGX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+4.02%
3 Months
+2.73%
6 Months
+15.14%
YTD
+21.13%
1 Year
+21.99%
3 Years (annualized)
+23.12%
5 Years (annualized)
+22.78%
10 Years (annualized)
+8.83%

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
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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)
+21.13%
Peer Avg (YTD)
+19.98%
vs Peers
+1.15%

MLPGX Mutual Fund Performance

MLPGX performance across multiple time periods: 1-month 4.02%, YTD 21.13%, 1-year 21.99%, 3-year 23.12%, 5-year 22.78%, 10-year 8.83%.

MLPGX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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