MLXIX Mutual Fund

MLXIX Mutual Fund

NAV$31.79
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Returns Overview

1 Month
-9.30%
3 Months
-0.74%
6 Months
-3.96%
YTD
+26.09%
1 Year
+19.42%
3 Years (annualized)
+24.87%
5 Years (annualized)
+23.69%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MLXIX 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)
+26.09%
Peer Avg (YTD)
+19.29%
vs Peers
+6.80%

MLXIX Mutual Fund Performance

MLXIX performance across multiple time periods: 1-month -9.30%, YTD 26.09%, 1-year 19.42%, 3-year 24.87%, 5-year 23.69%, 10-year 9.68%.

MLXIX returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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