MLXAX Mutual Fund

NAV$33.08

Returns Overview

1 Month
+0.75%
3 Months
-3.29%
6 Months
+28.53%
YTD
+26.90%
1 Year
+15.76%
3 Years (annualized)
+21.61%
5 Years (annualized)
+19.52%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXAX 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 Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+26.90%
Peer Avg (YTD)
+14.02%
vs Peers
+12.88%

MLXAX Mutual Fund Performance

MLXAX performance across multiple time periods: 1-month 0.75%, YTD 26.90%, 1-year 15.76%, 3-year 21.61%, 5-year 19.52%, 10-year 9.22%.

MLXAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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