MLPRX Mutual Fund

NAV$5.35

Returns Overview

1 Month
+0.94%
3 Months
+2.27%
6 Months
+18.40%
YTD
+17.39%
1 Year
+20.90%
3 Years (annualized)
+20.23%
5 Years (annualized)
+17.35%
10 Years (annualized)
+8.51%

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
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)
+17.39%
Peer Avg (YTD)
+14.02%
vs Peers
+3.37%

MLPRX Mutual Fund Performance

MLPRX performance across multiple time periods: 1-month 0.94%, YTD 17.39%, 1-year 20.90%, 3-year 20.23%, 5-year 17.35%, 10-year 8.51%.

MLPRX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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