IMLPX Mutual Fund

IMLPX Mutual Fund

NAV$12.35
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Returns Overview

1 Month
-6.94%
3 Months
+1.98%
6 Months
+2.61%
YTD
+21.37%
1 Year
+23.70%
3 Years (annualized)
+23.71%
5 Years (annualized)
+25.57%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMLPX 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
Alerian MLP Total Return USD(AMZX)
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+19.29%
vs Peers
+2.08%

IMLPX Mutual Fund Performance

IMLPX performance across multiple time periods: 1-month -6.94%, YTD 21.37%, 1-year 23.70%, 3-year 23.71%, 5-year 25.57%, 10-year 9.81%.

IMLPX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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