MLPZX Mutual Fund

MLPZX Mutual Fund

NAV$7.49
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Returns Overview

1 Month
-7.53%
3 Months
+0.33%
6 Months
+2.90%
YTD
+18.38%
1 Year
+22.56%
3 Years (annualized)
+22.93%
5 Years (annualized)
+22.29%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLPZX 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 Index(AMZ)
This Mutual Fund (YTD)
+18.38%
Peer Avg (YTD)
+19.29%
vs Peers
-0.91%

MLPZX Mutual Fund Performance

MLPZX performance across multiple time periods: 1-month -7.53%, YTD 18.38%, 1-year 22.56%, 3-year 22.93%, 5-year 22.29%, 10-year 10.32%.

MLPZX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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