MLPNX Mutual Fund

NAV$7.93

Returns Overview

1 Month
+2.40%
3 Months
+1.66%
6 Months
+25.36%
YTD
+24.18%
1 Year
+26.10%
3 Years (annualized)
+30.33%
5 Years (annualized)
+26.78%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPNX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+24.18%
Peer Avg (YTD)
+14.02%
vs Peers
+10.16%

MLPNX Mutual Fund Performance

MLPNX performance across multiple time periods: 1-month 2.40%, YTD 24.18%, 1-year 26.10%, 3-year 30.33%, 5-year 26.78%, 10-year 8.79%.

MLPNX returns outperform the peer average of 14.02% YTD. With an expense ratio of 3.49%, investors should weigh costs against performance when evaluating this mutual fund.

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