MLPTX Mutual Fund

NAV$11.85

Returns Overview

1 Month
+2.25%
3 Months
+3.12%
6 Months
+23.39%
YTD
+22.26%
1 Year
+25.86%
3 Years (annualized)
+25.92%
5 Years (annualized)
+20.92%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPTX 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)
+22.26%
Peer Avg (YTD)
+14.02%
vs Peers
+8.24%

MLPTX Mutual Fund Performance

MLPTX performance across multiple time periods: 1-month 2.25%, YTD 22.26%, 1-year 25.86%, 3-year 25.92%, 5-year 20.92%, 10-year 10.26%.

MLPTX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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