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Global X MLP & Energy Infrastructure ETF (MLPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US37950E2265

CUSIP

37954Y293

Issuer

Global X

Inception Date

Aug 7, 2013

Region

North America (U.S.)

Category

MLPs

Leveraged

1x

Index Tracked

Solactive MLP & Energy Infrastructure Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MLPX vs. VDE MLPX vs. LIT MLPX vs. UMI MLPX vs. IYE MLPX vs. VOO MLPX vs. XLE MLPX vs. IYH MLPX vs. FXZ MLPX vs. GRID MLPX vs. AIRR
Popular comparisons:
MLPX vs. VDE MLPX vs. LIT MLPX vs. UMI MLPX vs. IYE MLPX vs. VOO MLPX vs. XLE MLPX vs. IYH MLPX vs. FXZ MLPX vs. GRID MLPX vs. AIRR

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Global X MLP & Energy Infrastructure ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%JuneJulyAugustSeptemberOctoberNovember
144.58%
247.19%
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)

Returns By Period

Global X MLP & Energy Infrastructure ETF had a return of 44.18% year-to-date (YTD) and 50.14% in the last 12 months. Over the past 10 years, Global X MLP & Energy Infrastructure ETF had an annualized return of 6.20%, while the S&P 500 had an annualized return of 11.11%, indicating that Global X MLP & Energy Infrastructure ETF did not perform as well as the benchmark.


MLPX

YTD

44.18%

1M

7.81%

6M

24.89%

1Y

50.14%

5Y (annualized)

19.42%

10Y (annualized)

6.20%

^GSPC (Benchmark)

YTD

23.08%

1M

0.10%

6M

10.70%

1Y

30.05%

5Y (annualized)

13.52%

10Y (annualized)

11.11%

Monthly Returns

The table below presents the monthly returns of MLPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.16%4.02%6.85%-1.00%4.01%2.55%3.96%3.60%0.26%4.30%44.18%
20234.22%-4.22%-0.50%2.28%-4.14%7.72%4.14%0.15%-0.86%0.06%7.43%-0.71%15.77%
20229.00%4.55%7.50%-2.50%6.64%-13.13%10.36%0.68%-10.27%12.51%4.24%-6.06%21.54%
20214.56%6.14%7.74%5.22%6.51%4.19%-4.68%-0.78%5.96%6.24%-7.31%1.33%39.63%
2020-4.97%-10.11%-40.50%33.28%7.19%-3.23%-0.04%2.82%-11.79%2.08%21.03%1.24%-20.31%
201916.10%1.18%4.10%-1.06%-2.12%2.70%-2.70%-3.56%2.84%-4.63%-3.16%9.84%19.05%
20181.84%-10.21%-4.23%6.29%5.67%1.99%3.98%-0.22%-2.20%-12.05%4.49%-9.64%-15.47%
20170.67%-0.90%0.55%-1.90%-4.82%1.25%3.26%-4.09%1.92%-5.00%-1.02%6.07%-4.52%
2016-8.10%-0.54%9.85%10.97%2.79%6.64%1.09%2.45%7.35%-5.60%4.55%1.59%36.16%
2015-3.67%5.21%0.37%3.31%-3.21%-3.70%-3.85%-7.93%-13.77%9.14%-7.98%-13.81%-35.27%
20140.55%2.02%1.32%4.92%4.37%8.00%-3.53%8.30%-3.49%-1.96%-2.36%-2.05%16.22%
2013-1.94%2.46%4.87%-0.58%5.09%10.08%

Expense Ratio

MLPX features an expense ratio of 0.45%, falling within the medium range.


Expense ratio chart for MLPX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MLPX is 95, placing it in the top 5% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of MLPX is 9595
Combined Rank
The Sharpe Ratio Rank of MLPX is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of MLPX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of MLPX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of MLPX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of MLPX is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Global X MLP & Energy Infrastructure ETF (MLPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MLPX, currently valued at 3.50, compared to the broader market0.002.004.003.502.48
The chart of Sortino ratio for MLPX, currently valued at 4.74, compared to the broader market-2.000.002.004.006.008.0010.0012.004.743.33
The chart of Omega ratio for MLPX, currently valued at 1.59, compared to the broader market0.501.001.502.002.503.001.591.46
The chart of Calmar ratio for MLPX, currently valued at 7.60, compared to the broader market0.005.0010.0015.007.603.58
The chart of Martin ratio for MLPX, currently valued at 27.48, compared to the broader market0.0020.0040.0060.0080.00100.0027.4815.96
MLPX
^GSPC

The current Global X MLP & Energy Infrastructure ETF Sharpe ratio is 3.50. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Global X MLP & Energy Infrastructure ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
3.50
2.48
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X MLP & Energy Infrastructure ETF provided a 4.17% dividend yield over the last twelve months, with an annual payout of $2.55 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.55$2.33$2.13$2.11$2.24$2.13$1.96$1.78$2.46$1.68$1.20$0.33

Dividend yield

4.17%5.22%5.23%5.98%8.33%5.78%5.98%4.37%5.52%4.82%2.16%0.67%

Monthly Dividends

The table displays the monthly dividend distributions for Global X MLP & Energy Infrastructure ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.60$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$2.55
2023$0.00$0.55$0.00$0.00$0.58$0.00$0.00$0.60$0.00$0.00$0.60$0.00$2.33
2022$0.00$0.50$0.00$0.00$0.53$0.00$0.00$0.55$0.00$0.00$0.55$0.00$2.13
2021$0.00$0.57$0.00$0.00$0.52$0.00$0.00$0.50$0.00$0.00$0.50$0.02$2.11
2020$0.00$0.57$0.00$0.00$0.54$0.00$0.00$0.57$0.00$0.00$0.57$0.00$2.24
2019$0.00$0.51$0.00$0.00$0.53$0.00$0.00$0.54$0.00$0.00$0.56$0.00$2.13
2018$0.00$0.44$0.00$0.00$0.47$0.00$0.00$0.49$0.00$0.00$0.49$0.07$1.96
2017$0.00$0.45$0.00$0.00$0.44$0.00$0.00$0.42$0.00$0.00$0.42$0.06$1.78
2016$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.66$2.46
2015$0.00$0.33$0.00$0.00$0.39$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.68
2014$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.30$0.00$0.00$0.33$0.03$1.20
2013$0.27$0.06$0.33

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-2.18%
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X MLP & Energy Infrastructure ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Global X MLP & Energy Infrastructure ETF was 70.59%, occurring on Mar 18, 2020. Recovery took 493 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.59%Sep 8, 20141392Mar 18, 2020493Mar 2, 20221885
-19.72%Jun 8, 202219Jul 6, 2022275Aug 9, 2023294
-8.57%Apr 21, 202215May 11, 202214Jun 1, 202229
-6.39%Jul 23, 202410Aug 5, 202410Aug 19, 202420
-5.94%Sep 15, 202314Oct 4, 20237Oct 13, 202321

Volatility

Volatility Chart

The current Global X MLP & Energy Infrastructure ETF volatility is 4.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
4.54%
4.06%
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)