MLPGX Mutual Fund

MLPGX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+3.40%
3 Months
+9.43%
6 Months
+11.12%
YTD
+25.25%
1 Year
+26.83%
3 Years (annualized)
+23.85%
5 Years (annualized)
+23.24%
10 Years (annualized)
+8.81%

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
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📉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)
+25.25%
Peer Avg (YTD)
+25.30%
vs Peers
-0.05%

MLPGX Mutual Fund Performance

MLPGX performance across multiple time periods: 1-month 3.40%, YTD 25.25%, 1-year 26.83%, 3-year 23.85%, 5-year 23.24%, 10-year 8.81%.

MLPGX returns trail the peer average of 25.30% 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.