AMLPX Mutual Fund

NAV$11.09

Returns Overview

1 Month
+0.91%
3 Months
+4.82%
6 Months
+13.86%
YTD
+17.23%
1 Year
+19.09%
3 Years (annualized)
+22.83%
5 Years (annualized)
+20.73%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AMLPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Alerian MLP Total Return USD(AMZX)
This Mutual Fund (YTD)
+17.23%
Peer Avg (YTD)
+14.02%
vs Peers
+3.21%

AMLPX Mutual Fund Performance

AMLPX performance across multiple time periods: 1-month 0.91%, YTD 17.23%, 1-year 19.09%, 3-year 22.83%, 5-year 20.73%, 10-year 8.78%.

AMLPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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