LIORX Mutual Fund

LIORX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
-2.85%
3 Months
-5.36%
6 Months
+0.21%
YTD
+8.19%
1 Year
+13.16%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.95%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIORX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+11.91%
vs Peers
-3.72%

LIORX Mutual Fund Performance

LIORX performance across multiple time periods: 1-month -2.85%, YTD 8.19%, 1-year 13.16%, 3-year 19.12%, 5-year 8.95%, 10-year 6.91%.

LIORX returns trail the peer average of 11.91% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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