LIJIX Mutual Fund

NAV$23.16

Returns Overview

3 Months
+8.50%
6 Months
+7.79%
YTD
+7.39%
1 Year
+16.08%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+7.64%
vs Peers
-0.25%

LIJIX Mutual Fund Performance

LIJIX performance across multiple time periods: YTD 7.39%, 1-year 16.08%, 3-year 13.67%, 5-year 6.89%, 10-year 9.39%.

LIJIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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