MLPNX Mutual Fund

MLPNX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
+4.84%
3 Months
+13.51%
6 Months
+15.82%
YTD
+38.96%
1 Year
+39.60%
3 Years (annualized)
+31.74%
5 Years (annualized)
+31.50%
10 Years (annualized)
+9.60%

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
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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)
+38.96%
Peer Avg (YTD)
+25.30%
vs Peers
+13.66%

MLPNX Mutual Fund Performance

MLPNX performance across multiple time periods: 1-month 4.84%, YTD 38.96%, 1-year 39.60%, 3-year 31.74%, 5-year 31.50%, 10-year 9.60%.

MLPNX returns outperform the peer average of 25.30% YTD. With an expense ratio of 3.49%, investors should weigh costs against performance when evaluating this mutual fund.

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