MLPSX Mutual Fund

MLPSX Mutual Fund

NAV$100.23
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Returns Overview

1 Month
-0.03%
3 Months
+3.47%
6 Months
+7.23%
YTD
+11.37%
1 Year
+17.59%
3 Years (annualized)
+8.79%
5 Years (annualized)
+6.20%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPSX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+9.54%
vs Peers
+1.83%

MLPSX Mutual Fund Performance

MLPSX performance across multiple time periods: 1-month -0.03%, YTD 11.37%, 1-year 17.59%, 3-year 8.79%, 5-year 6.20%, 10-year 7.53%.

MLPSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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