LIOTX Mutual Fund

NAV$10.18

Returns Overview

1 Month
-0.10%
3 Months
+8.49%
6 Months
+11.89%
YTD
+4.97%
1 Year
+7.48%
3 Years (annualized)
+0.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIOTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
IQ Hedge Multi-Strategy Index(^IQHGMS)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+5.90%
vs Peers
-0.93%

LIOTX Mutual Fund Performance

LIOTX performance across multiple time periods: 1-month -0.10%, YTD 4.97%, 1-year 7.48%, 3-year 0.07%.

LIOTX returns trail the peer average of 5.90% YTD. With an expense ratio of 3.23%, investors should weigh costs against performance when evaluating this mutual fund.

LIOTX performance comparison shows side-by-side returns with another fund. LIOTX alternatives are available in the Mutual Fund Screener.