LIMIX Mutual Fund

LIMIX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+0.36%
3 Months
+3.19%
6 Months
+7.41%
YTD
+12.13%
1 Year
+8.74%
3 Years (annualized)
+18.73%
5 Years (annualized)
+2.58%
10 Years (annualized)
+11.57%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+12.13%
Peer Avg (YTD)
+5.23%
vs Peers
+6.90%

LIMIX Mutual Fund Performance

LIMIX performance across multiple time periods: 1-month 0.36%, YTD 12.13%, 1-year 8.74%, 3-year 18.73%, 5-year 2.58%, 10-year 11.57%.

LIMIX returns outperform the peer average of 5.23% 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.