MLXCX Mutual Fund

MLXCX Mutual Fund

NAV$31.61
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Returns Overview

1 Month
+0.69%
3 Months
-3.45%
6 Months
+28.04%
YTD
+26.47%
1 Year
+14.90%
3 Years (annualized)
+20.71%
5 Years (annualized)
+18.63%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXCX 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
Alerian Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+26.47%
Peer Avg (YTD)
+14.02%
vs Peers
+12.45%

MLXCX Mutual Fund Performance

MLXCX performance across multiple time periods: 1-month 0.69%, YTD 26.47%, 1-year 14.90%, 3-year 20.71%, 5-year 18.63%, 10-year 8.30%.

MLXCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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