MLPZX Mutual Fund

NAV$7.79

Returns Overview

1 Month
+0.93%
3 Months
+2.56%
6 Months
+18.89%
YTD
+17.98%
1 Year
+22.01%
3 Years (annualized)
+21.52%
5 Years (annualized)
+18.63%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPZX 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)
+17.98%
Peer Avg (YTD)
+14.02%
vs Peers
+3.96%

MLPZX Mutual Fund Performance

MLPZX performance across multiple time periods: 1-month 0.93%, YTD 17.98%, 1-year 22.01%, 3-year 21.52%, 5-year 18.63%, 10-year 9.62%.

MLPZX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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