MLPMX Mutual Fund

MLPMX Mutual Fund

NAV$5.78
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Returns Overview

1 Month
+8.26%
3 Months
+2.23%
6 Months
+6.02%
YTD
+35.47%
1 Year
+43.24%
3 Years (annualized)
+28.75%
5 Years (annualized)
+27.21%
10 Years (annualized)
+10.19%

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
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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)
+35.47%
Peer Avg (YTD)
+26.44%
vs Peers
+9.03%

MLPMX Mutual Fund Performance

MLPMX performance across multiple time periods: 1-month 8.26%, YTD 35.47%, 1-year 43.24%, 3-year 28.75%, 5-year 27.21%, 10-year 10.19%.

MLPMX returns outperform the peer average of 26.44% 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.