LIMAX Mutual Fund

LIMAX Mutual Fund

NAV$7.51
See how much of LIMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.02%
3 Months
+4.05%
6 Months
+9.44%
YTD
+8.61%
1 Year
+7.00%
3 Years (annualized)
+13.25%
5 Years (annualized)
+2.97%
10 Years (annualized)
+10.58%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+6.23%
vs Peers
+2.38%

LIMAX Mutual Fund Performance

LIMAX performance across multiple time periods: 1-month -5.02%, YTD 8.61%, 1-year 7.00%, 3-year 13.25%, 5-year 2.97%, 10-year 10.58%.

LIMAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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