MLXIX Mutual Fund

NAV$33.26

Returns Overview

1 Month
+0.77%
3 Months
-3.24%
6 Months
+28.65%
YTD
+27.03%
1 Year
+16.07%
3 Years (annualized)
+21.90%
5 Years (annualized)
+19.82%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXIX 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)
+27.03%
Peer Avg (YTD)
+14.02%
vs Peers
+13.01%

MLXIX Mutual Fund Performance

MLXIX performance across multiple time periods: 1-month 0.77%, YTD 27.03%, 1-year 16.07%, 3-year 21.90%, 5-year 19.82%, 10-year 9.40%.

MLXIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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