MLPOX Mutual Fund

NAV$10.68

Returns Overview

1 Month
+1.80%
3 Months
+1.40%
6 Months
+17.92%
YTD
+17.02%
1 Year
+18.19%
3 Years (annualized)
+24.83%
5 Years (annualized)
+21.30%
10 Years (annualized)
+8.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+17.02%
Peer Avg (YTD)
+14.02%
vs Peers
+2.99%

MLPOX Mutual Fund Performance

MLPOX performance across multiple time periods: 1-month 1.80%, YTD 17.02%, 1-year 18.19%, 3-year 24.83%, 5-year 21.30%, 10-year 8.71%.

MLPOX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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