MLPZX Mutual Fund

MLPZX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
+4.98%
3 Months
+3.72%
6 Months
+16.37%
YTD
+23.86%
1 Year
+26.20%
3 Years (annualized)
+21.66%
5 Years (annualized)
+21.08%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPZX 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)
+23.86%
Peer Avg (YTD)
+19.98%
vs Peers
+3.88%

MLPZX Mutual Fund Performance

MLPZX performance across multiple time periods: 1-month 4.98%, YTD 23.86%, 1-year 26.20%, 3-year 21.66%, 5-year 21.08%, 10-year 11.12%.

MLPZX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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