| MLPX | |
|---|---|
| Total return | +186.9% |
| Annualised (CAGR) | +11.1% |
| Volatility (annualised) | +25.7% |
| Sharpe (rf = 0) | 0.43 |
| Deepest drawdown | -64.7% |
| Drawdown peak → trough | 2017-01-26 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +186.9% in total (+11.1% a year), with a deepest drawdown of -64.7% from 2017-01-26 to 2020-03-18. Its worst calendar year was 2020 (-20.3%), its best 2024 (+42.9%).
| Year | MLPX |
|---|---|
| 2026 | +25.0% |
| 2025 | +4.9% |
| 2024 | +42.9% |
| 2023 | +15.7% |
| 2022 | +21.5% |
| 2021 | +39.6% |
| 2020 | -20.3% |
| 2019 | +19.1% |
| 2018 | -15.6% |
| 2017 | -4.5% |
| 2016 | +2.0% |
It does not say MLPX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -64.7% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
More in US · Sectors: COPX · AIRR · AMLP · all fund pages