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NML vs. MLPLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NML vs. MLPLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman MLP (NML) and Invesco SteelPath MLP Alpha Plus Fund Class A (MLPLX). The values are adjusted to include any dividend payments, if applicable.

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NML vs. MLPLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NML
Neuberger Berman MLP
25.95%4.36%40.55%14.61%32.75%61.76%-45.84%10.60%-23.02%7.07%
MLPLX
Invesco SteelPath MLP Alpha Plus Fund Class A
24.85%4.36%47.10%25.02%38.31%55.18%-46.03%8.79%-21.09%-11.18%

Returns By Period

The year-to-date returns for both stocks are quite close, with NML having a 25.95% return and MLPLX slightly lower at 24.85%. Over the past 10 years, NML has outperformed MLPLX with an annualized return of 12.90%, while MLPLX has yielded a comparatively lower 12.01% annualized return.


NML

1D
-0.19%
1M
3.44%
YTD
25.95%
6M
25.36%
1Y
26.49%
3Y*
27.91%
5Y*
28.84%
10Y*
12.90%

MLPLX

1D
-0.68%
1M
4.13%
YTD
24.85%
6M
28.08%
1Y
19.00%
3Y*
32.02%
5Y*
33.16%
10Y*
12.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NML vs. MLPLX - Expense Ratio Comparison

NML has a 2.72% expense ratio, which is lower than MLPLX's 17.25% expense ratio.


Return for Risk

NML vs. MLPLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NML
NML Risk / Return Rank: 6767
Overall Rank
NML Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
NML Sortino Ratio Rank: 6464
Sortino Ratio Rank
NML Omega Ratio Rank: 6767
Omega Ratio Rank
NML Calmar Ratio Rank: 7373
Calmar Ratio Rank
NML Martin Ratio Rank: 5959
Martin Ratio Rank

MLPLX
MLPLX Risk / Return Rank: 3333
Overall Rank
MLPLX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MLPLX Sortino Ratio Rank: 3333
Sortino Ratio Rank
MLPLX Omega Ratio Rank: 3838
Omega Ratio Rank
MLPLX Calmar Ratio Rank: 3434
Calmar Ratio Rank
MLPLX Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NML vs. MLPLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman MLP (NML) and Invesco SteelPath MLP Alpha Plus Fund Class A (MLPLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NMLMLPLXDifference

Sharpe ratio

Return per unit of total volatility

1.22

0.86

+0.36

Sortino ratio

Return per unit of downside risk

1.60

1.18

+0.42

Omega ratio

Gain probability vs. loss probability

1.25

1.18

+0.07

Calmar ratio

Return relative to maximum drawdown

1.66

0.96

+0.70

Martin ratio

Return relative to average drawdown

5.64

2.19

+3.45

NML vs. MLPLX - Sharpe Ratio Comparison

The current NML Sharpe Ratio is 1.22, which is higher than the MLPLX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of NML and MLPLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NMLMLPLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

0.86

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.21

1.32

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.34

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.19

-0.11

Correlation

The correlation between NML and MLPLX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NML vs. MLPLX - Dividend Comparison

NML's dividend yield for the trailing twelve months is around 6.67%, more than MLPLX's 4.78% yield.


TTM20252024202320222021202020192018201720162015
NML
Neuberger Berman MLP
6.67%8.24%7.94%10.19%4.26%3.54%8.33%9.76%9.87%7.04%8.63%15.44%
MLPLX
Invesco SteelPath MLP Alpha Plus Fund Class A
4.78%5.70%4.42%5.92%6.79%8.75%22.54%14.33%13.67%9.68%7.88%9.20%

Drawdowns

NML vs. MLPLX - Drawdown Comparison

The maximum NML drawdown since its inception was -90.48%, roughly equal to the maximum MLPLX drawdown of -88.76%. Use the drawdown chart below to compare losses from any high point for NML and MLPLX.


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Drawdown Indicators


NMLMLPLXDifference

Max Drawdown

Largest peak-to-trough decline

-90.48%

-88.76%

-1.72%

Max Drawdown (1Y)

Largest decline over 1 year

-15.72%

-18.61%

+2.89%

Max Drawdown (5Y)

Largest decline over 5 years

-21.40%

-27.21%

+5.81%

Max Drawdown (10Y)

Largest decline over 10 years

-84.84%

-85.02%

+0.18%

Current Drawdown

Current decline from peak

-0.66%

-1.09%

+0.43%

Average Drawdown

Average peak-to-trough decline

-37.54%

-29.30%

-8.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.62%

8.17%

-3.55%

Volatility

NML vs. MLPLX - Volatility Comparison

Neuberger Berman MLP (NML) and Invesco SteelPath MLP Alpha Plus Fund Class A (MLPLX) have volatilities of 4.14% and 4.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NMLMLPLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.14%

4.20%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

12.52%

11.08%

+1.44%

Volatility (1Y)

Calculated over the trailing 1-year period

21.79%

22.04%

-0.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.88%

25.38%

-1.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.35%

35.79%

-0.44%