MLXIX Mutual Fund

MLXIX Mutual Fund

NAV$29.25
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Returns Overview

1 Month
+11.72%
3 Months
+6.70%
6 Months
+6.62%
YTD
+40.86%
1 Year
+46.02%
3 Years (annualized)
+26.53%
5 Years (annualized)
+21.14%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXIX 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)
+40.86%
Peer Avg (YTD)
+25.52%
vs Peers
+15.34%

MLXIX Mutual Fund Performance

MLXIX performance across multiple time periods: 1-month 11.72%, YTD 40.86%, 1-year 46.02%, 3-year 26.53%, 5-year 21.14%, 10-year 9.51%.

MLXIX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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