MLXAX Mutual Fund

MLXAX Mutual Fund

NAV$31.61
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Returns Overview

1 Month
-9.31%
3 Months
-0.81%
6 Months
-4.07%
YTD
+25.88%
1 Year
+19.11%
3 Years (annualized)
+24.56%
5 Years (annualized)
+23.38%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXAX 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 Midstream Energy Select Total Return USD(AMEIX)
This Mutual Fund (YTD)
+25.88%
Peer Avg (YTD)
+19.29%
vs Peers
+6.59%

MLXAX Mutual Fund Performance

MLXAX performance across multiple time periods: 1-month -9.31%, YTD 25.88%, 1-year 19.11%, 3-year 24.56%, 5-year 23.38%, 10-year 9.50%.

MLXAX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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