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

ETF Info

ISINUS37950E2265
CUSIP37954Y293
IssuerGlobal X
Inception DateAug 7, 2013
RegionNorth America (U.S.)
CategoryMLPs
Index TrackedSolactive MLP & Energy Infrastructure Index
Home Pagewww.globalxetfs.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The Global X MLP & Energy Infrastructure ETF has a high expense ratio of 0.45%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.45%

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.


Global X MLP & Energy Infrastructure ETF

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
9.97%
15.51%
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Global X MLP & Energy Infrastructure ETF had a return of 6.47% year-to-date (YTD) and 21.52% in the last 12 months. Over the past 10 years, Global X MLP & Energy Infrastructure ETF had an annualized return of 4.28%, while the S&P 500 had an annualized return of 10.50%, indicating that Global X MLP & Energy Infrastructure ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date6.47%5.90%
1 month-0.80%-1.28%
6 months9.97%15.51%
1 year21.52%21.68%
5 years (annualized)10.47%11.74%
10 years (annualized)4.28%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.16%4.02%6.85%
2023-0.86%0.06%7.43%-0.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MLPX is 79, placing it in the top 21% of the market 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 7979
Global X MLP & Energy Infrastructure ETF(MLPX)
The Sharpe Ratio Rank of MLPX is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of MLPX is 7373Sortino Ratio Rank
The Omega Ratio Rank of MLPX is 7272Omega Ratio Rank
The Calmar Ratio Rank of MLPX is 8787Calmar Ratio Rank
The Martin Ratio Rank of MLPX is 8787Martin 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.


MLPX
Sharpe ratio
The chart of Sharpe ratio for MLPX, currently valued at 1.48, compared to the broader market0.002.004.001.48
Sortino ratio
The chart of Sortino ratio for MLPX, currently valued at 2.14, compared to the broader market-2.000.002.004.006.008.0010.002.14
Omega ratio
The chart of Omega ratio for MLPX, currently valued at 1.26, compared to the broader market1.001.502.002.501.26
Calmar ratio
The chart of Calmar ratio for MLPX, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.001.90
Martin ratio
The chart of Martin ratio for MLPX, currently valued at 10.58, compared to the broader market0.0020.0040.0060.0080.0010.58
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market0.002.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0020.0040.0060.0080.007.62

Sharpe Ratio

The current Global X MLP & Energy Infrastructure ETF Sharpe ratio is 1.48. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.48
1.89
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X MLP & Energy Infrastructure ETF granted a 5.08% dividend yield in the last twelve months. The annual payout for that period amounted to $2.38 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.38$2.33$2.13$2.11$2.24$2.13$1.96$1.78$2.45$1.67$1.20$0.33

Dividend yield

5.08%5.22%5.23%5.98%8.32%5.78%5.98%4.36%5.50%4.81%2.15%0.68%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.60$0.00
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
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
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
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
2019$0.00$0.51$0.00$0.00$0.52$0.00$0.00$0.54$0.00$0.00$0.56$0.00
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
2017$0.00$0.45$0.00$0.00$0.43$0.00$0.00$0.42$0.00$0.00$0.42$0.06
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
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
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
2013$0.27$0.06

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-5.08%
-3.86%
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 70.61%, occurring on Mar 18, 2020. Recovery took 493 trading sessions.

The current Global X MLP & Energy Infrastructure ETF drawdown is 5.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.61%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
-5.94%Sep 15, 202314Oct 4, 20237Oct 13, 202321
-5.92%Jul 25, 201410Aug 7, 20146Aug 15, 201416

Volatility

Volatility Chart

The current Global X MLP & Energy Infrastructure ETF volatility is 3.05%, 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%NovemberDecember2024FebruaryMarchApril
3.05%
3.39%
MLPX (Global X MLP & Energy Infrastructure ETF)
Benchmark (^GSPC)