MLXAX Mutual Fund

MLXAX Mutual Fund

NAV$31.58
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Returns Overview

1 Month
+3.92%
3 Months
-0.10%
6 Months
+21.69%
YTD
+33.57%
1 Year
+18.47%
3 Years (annualized)
+22.58%
5 Years (annualized)
+21.65%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXAX 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 Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+33.57%
Peer Avg (YTD)
+19.98%
vs Peers
+13.59%

MLXAX Mutual Fund Performance

MLXAX performance across multiple time periods: 1-month 3.92%, YTD 33.57%, 1-year 18.47%, 3-year 22.58%, 5-year 21.65%, 10-year 9.59%.

MLXAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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