MLPEX Mutual Fund

MLPEX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
-7.86%
3 Months
-3.02%
6 Months
-0.26%
YTD
+18.08%
1 Year
+21.16%
3 Years (annualized)
+24.49%
5 Years (annualized)
+22.64%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPEX 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
PROUpgrade to run
📉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 Index(AMZ)
This Mutual Fund (YTD)
+18.08%
Peer Avg (YTD)
+19.29%
vs Peers
-1.21%

MLPEX Mutual Fund Performance

MLPEX performance across multiple time periods: 1-month -7.86%, YTD 18.08%, 1-year 21.16%, 3-year 24.49%, 5-year 22.64%, 10-year 9.57%.

MLPEX returns trail the peer average of 19.29% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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