LIORX Mutual Fund

LIORX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
+0.77%
3 Months
+2.16%
6 Months
+4.69%
YTD
+15.20%
1 Year
+26.12%
3 Years (annualized)
+18.80%
5 Years (annualized)
+10.81%
10 Years (annualized)
+7.63%

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)
+15.20%
Peer Avg (YTD)
+12.12%
vs Peers
+3.08%

LIORX Mutual Fund Performance

LIORX performance across multiple time periods: 1-month 0.77%, YTD 15.20%, 1-year 26.12%, 3-year 18.80%, 5-year 10.81%, 10-year 7.63%.

LIORX returns outperform the peer average of 12.12% 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.