MLPAX Mutual Fund

MLPAX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
+5.93%
3 Months
+2.59%
6 Months
+5.63%
YTD
+24.78%
1 Year
+31.47%
3 Years (annualized)
+24.26%
5 Years (annualized)
+22.52%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPAX 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 MLP Index(AMZ)
This Mutual Fund (YTD)
+24.78%
Peer Avg (YTD)
+25.57%
vs Peers
-0.79%

MLPAX Mutual Fund Performance

MLPAX performance across multiple time periods: 1-month 5.93%, YTD 24.78%, 1-year 31.47%, 3-year 24.26%, 5-year 22.52%, 10-year 9.44%.

MLPAX returns trail the peer average of 25.57% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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