LIJPX Mutual Fund

NAV$23.13
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Returns Overview

3 Months
+8.41%
6 Months
+7.70%
YTD
+7.24%
1 Year
+15.84%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIJPX 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

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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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+7.64%
vs Peers
-0.40%

LIJPX Mutual Fund Performance

LIJPX performance across multiple time periods: YTD 7.24%, 1-year 15.84%, 3-year 13.39%, 5-year 6.62%.

LIJPX 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.

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