MLPLX Mutual Fund

MLPLX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
+5.62%
3 Months
+3.82%
6 Months
+21.66%
YTD
+32.20%
1 Year
+31.75%
3 Years (annualized)
+29.99%
5 Years (annualized)
+30.05%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPLX 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)
+32.20%
Peer Avg (YTD)
+19.98%
vs Peers
+12.22%

MLPLX Mutual Fund Performance

MLPLX performance across multiple time periods: 1-month 5.62%, YTD 32.20%, 1-year 31.75%, 3-year 29.99%, 5-year 30.05%, 10-year 10.28%.

MLPLX returns outperform the peer average of 19.98% YTD. With an expense ratio of 3.74%, investors should weigh costs against performance when evaluating this mutual fund.

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