MLPOX Mutual Fund

MLPOX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
+3.50%
3 Months
+9.70%
6 Months
+11.63%
YTD
+26.09%
1 Year
+28.15%
3 Years (annualized)
+25.10%
5 Years (annualized)
+24.55%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPOX 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)
+26.09%
Peer Avg (YTD)
+25.30%
vs Peers
+0.78%

MLPOX Mutual Fund Performance

MLPOX performance across multiple time periods: 1-month 3.50%, YTD 26.09%, 1-year 28.15%, 3-year 25.10%, 5-year 24.55%, 10-year 9.36%.

MLPOX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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