LIMAX Mutual Fund

NAV$7.62
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+4.70%
3 Months
+19.59%
6 Months
+15.22%
YTD
+14.35%
1 Year
+16.62%
3 Years (annualized)
+16.25%
5 Years (annualized)
+10.43%
10 Years (annualized)
+22.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIMAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.35%
Peer Avg (YTD)
+8.97%
vs Peers
+5.38%

LIMAX Mutual Fund Performance

LIMAX performance across multiple time periods: 1-month 4.70%, YTD 14.35%, 1-year 16.62%, 3-year 16.25%, 5-year 10.43%, 10-year 22.49%.

LIMAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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