MLPSX Mutual Fund

MLPSX Mutual Fund

NAV$101.82
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Returns Overview

1 Month
+5.32%
3 Months
-1.93%
6 Months
+1.48%
YTD
+9.23%
1 Year
+12.40%
3 Years (annualized)
+14.16%
5 Years (annualized)
+5.31%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPSX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+10.76%
vs Peers
-1.54%

MLPSX Mutual Fund Performance

MLPSX performance across multiple time periods: 1-month 5.32%, YTD 9.23%, 1-year 12.40%, 3-year 14.16%, 5-year 5.31%, 10-year 7.58%.

MLPSX returns trail the peer average of 10.76% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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