LIMIX Mutual Fund

LIMIX Mutual Fund

NAV$8.56
See how much of LIMIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.01%
3 Months
+4.09%
6 Months
+9.40%
YTD
+8.67%
1 Year
+7.24%
3 Years (annualized)
+13.51%
5 Years (annualized)
+3.22%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIMIX 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)
+8.67%
Peer Avg (YTD)
+6.23%
vs Peers
+2.43%

LIMIX Mutual Fund Performance

LIMIX performance across multiple time periods: 1-month -5.01%, YTD 8.67%, 1-year 7.24%, 3-year 13.51%, 5-year 3.22%, 10-year 10.86%.

LIMIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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