LIJAX Mutual Fund

LIJAX Mutual Fund

NAV$23.16
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Returns Overview

3 Months
+8.43%
6 Months
+7.66%
YTD
+7.26%
1 Year
+15.84%
3 Years (annualized)
+13.38%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+7.64%
vs Peers
-0.38%

LIJAX Mutual Fund Performance

LIJAX performance across multiple time periods: YTD 7.26%, 1-year 15.84%, 3-year 13.38%, 5-year 6.62%, 10-year 9.12%.

LIJAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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