MLPMX Mutual Fund

NAV$6.17

Returns Overview

1 Month
+2.32%
3 Months
+1.33%
6 Months
+24.62%
YTD
+23.34%
1 Year
+24.83%
3 Years (annualized)
+29.20%
5 Years (annualized)
+25.79%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPMX 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 Index(AMZ)
This Mutual Fund (YTD)
+23.34%
Peer Avg (YTD)
+14.02%
vs Peers
+9.32%

MLPMX Mutual Fund Performance

MLPMX performance across multiple time periods: 1-month 2.32%, YTD 23.34%, 1-year 24.83%, 3-year 29.20%, 5-year 25.79%, 10-year 9.02%.

MLPMX returns outperform the peer average of 14.02% YTD. With an expense ratio of 4.49%, investors should weigh costs against performance when evaluating this mutual fund.

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