MLPIX Mutual Fund

MLPIX Mutual Fund

NAV$134.56
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Returns Overview

1 Month
+0.04%
3 Months
+3.73%
6 Months
+7.75%
YTD
+12.01%
1 Year
+18.76%
3 Years (annualized)
+9.86%
5 Years (annualized)
+7.25%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPIX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+9.54%
vs Peers
+2.47%

MLPIX Mutual Fund Performance

MLPIX performance across multiple time periods: 1-month 0.04%, YTD 12.01%, 1-year 18.76%, 3-year 9.86%, 5-year 7.25%, 10-year 8.59%.

MLPIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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