MLPMX Mutual Fund

MLPMX Mutual Fund

NAV$5.82
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Returns Overview

1 Month
+4.66%
3 Months
+13.26%
6 Months
+15.10%
YTD
+37.94%
1 Year
+38.21%
3 Years (annualized)
+30.68%
5 Years (annualized)
+30.39%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPMX 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)
+37.94%
Peer Avg (YTD)
+25.30%
vs Peers
+12.64%

MLPMX Mutual Fund Performance

MLPMX performance across multiple time periods: 1-month 4.66%, YTD 37.94%, 1-year 38.21%, 3-year 30.68%, 5-year 30.39%, 10-year 9.67%.

MLPMX returns outperform the peer average of 25.30% YTD. With an expense ratio of 4.49%, investors should weigh costs against performance when evaluating this mutual fund.

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