MLPSX Mutual Fund

NAV$104.36

Returns Overview

1 Month
+3.83%
3 Months
+11.07%
6 Months
+11.40%
YTD
+10.18%
1 Year
+18.54%
3 Years (annualized)
+10.29%
5 Years (annualized)
+6.34%
10 Years (annualized)
+9.72%

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
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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+10.82%
vs Peers
-0.64%

MLPSX Mutual Fund Performance

MLPSX performance across multiple time periods: 1-month 3.83%, YTD 10.18%, 1-year 18.54%, 3-year 10.29%, 5-year 6.34%, 10-year 9.72%.

MLPSX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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