MLXCX Mutual Fund

MLXCX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
-9.39%
3 Months
-1.00%
6 Months
-4.41%
YTD
+25.21%
1 Year
+18.23%
3 Years (annualized)
+23.65%
5 Years (annualized)
+22.47%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXCX 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)
+25.21%
Peer Avg (YTD)
+19.29%
vs Peers
+5.92%

MLXCX Mutual Fund Performance

MLXCX performance across multiple time periods: 1-month -9.39%, YTD 25.21%, 1-year 18.23%, 3-year 23.65%, 5-year 22.47%, 10-year 8.60%.

MLXCX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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