LIRAX Mutual Fund

LIRAX Mutual Fund

NAV$15.57
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.19%
3 Months
+5.09%
6 Months
+5.23%
YTD
+5.02%
1 Year
+11.26%
3 Years (annualized)
+9.63%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+7.64%
vs Peers
-2.62%

LIRAX Mutual Fund Performance

LIRAX performance across multiple time periods: 1-month -0.19%, YTD 5.02%, 1-year 11.26%, 3-year 9.63%, 5-year 3.88%, 10-year 5.79%.

LIRAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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