MLPGX Mutual Fund

MLPGX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
+5.73%
3 Months
+2.31%
6 Months
+5.10%
YTD
+23.93%
1 Year
+30.46%
3 Years (annualized)
+23.06%
5 Years (annualized)
+21.11%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPGX 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 MLP Index(AMZ)
This Mutual Fund (YTD)
+23.93%
Peer Avg (YTD)
+25.57%
vs Peers
-1.65%

MLPGX Mutual Fund Performance

MLPGX performance across multiple time periods: 1-month 5.73%, YTD 23.93%, 1-year 30.46%, 3-year 23.06%, 5-year 21.11%, 10-year 9.16%.

MLPGX returns trail the peer average of 25.57% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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