MLPIX Mutual Fund

MLPIX Mutual Fund

NAV$128.13
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Returns Overview

1 Month
-5.75%
3 Months
-6.68%
6 Months
+3.91%
YTD
+3.33%
1 Year
+6.13%
3 Years (annualized)
+10.94%
5 Years (annualized)
+6.57%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPIX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+6.72%
vs Peers
-3.40%

MLPIX Mutual Fund Performance

MLPIX performance across multiple time periods: 1-month -5.75%, YTD 3.33%, 1-year 6.13%, 3-year 10.94%, 5-year 6.57%, 10-year 8.47%.

MLPIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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