LIORX Mutual Fund

LIORX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
+1.04%
3 Months
+5.88%
6 Months
+7.12%
YTD
+14.32%
1 Year
+29.48%
3 Years (annualized)
+17.04%
5 Years (annualized)
+10.70%
10 Years (annualized)
+7.65%

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
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📉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)
+14.32%
Peer Avg (YTD)
+11.12%
vs Peers
+3.20%

LIORX Mutual Fund Performance

LIORX performance across multiple time periods: 1-month 1.04%, YTD 14.32%, 1-year 29.48%, 3-year 17.04%, 5-year 10.70%, 10-year 7.65%.

LIORX returns outperform the peer average of 11.12% 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.