MLPRX Mutual Fund

MLPRX Mutual Fund

NAV$5.58
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Returns Overview

1 Month
+4.80%
3 Months
+3.41%
6 Months
+15.59%
YTD
+24.08%
1 Year
+24.91%
3 Years (annualized)
+20.72%
5 Years (annualized)
+20.22%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPRX 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)
+24.08%
Peer Avg (YTD)
+19.98%
vs Peers
+4.10%

MLPRX Mutual Fund Performance

MLPRX performance across multiple time periods: 1-month 4.80%, YTD 24.08%, 1-year 24.91%, 3-year 20.72%, 5-year 20.22%, 10-year 10.03%.

MLPRX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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