MLPIX Mutual Fund

NAV$136.47

Returns Overview

1 Month
+3.92%
3 Months
+11.35%
6 Months
+11.96%
YTD
+10.72%
1 Year
+19.73%
3 Years (annualized)
+11.39%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.01%

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
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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+10.82%
vs Peers
-0.09%

MLPIX Mutual Fund Performance

MLPIX performance across multiple time periods: 1-month 3.92%, YTD 10.72%, 1-year 19.73%, 3-year 11.39%, 5-year 7.16%, 10-year 9.01%.

MLPIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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