MLPSX Mutual Fund

MLPSX Mutual Fund

NAV$98.48
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Returns Overview

1 Month
-5.83%
3 Months
-6.91%
6 Months
+3.40%
YTD
+2.57%
1 Year
+5.09%
3 Years (annualized)
+9.85%
5 Years (annualized)
+5.75%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPSX 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)
+2.57%
Peer Avg (YTD)
+6.73%
vs Peers
-4.16%

MLPSX Mutual Fund Performance

MLPSX performance across multiple time periods: 1-month -5.83%, YTD 2.57%, 1-year 5.09%, 3-year 9.85%, 5-year 5.75%, 10-year 9.17%.

MLPSX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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