LEVIX Mutual Fund

NAV$14.59

Returns Overview

1 Month
-4.00%
3 Months
-4.00%
6 Months
+4.34%
YTD
-5.55%
1 Year
+20.45%
3 Years (annualized)
+11.51%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEVIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.55%
Peer Avg (YTD)
-2.69%
vs Peers
-2.86%

LEVIX Mutual Fund Performance

LEVIX performance across multiple time periods: 1-month -4.00%, YTD -5.55%, 1-year 20.45%, 3-year 11.51%, 5-year 7.59%, 10-year 10.22%.

LEVIX returns trail the peer average of -2.69% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

LEVIX performance comparison shows side-by-side returns with another fund. LEVIX alternatives are available in the Mutual Fund Screener.