LIRIX Mutual Fund

NAV$15.60

Returns Overview

1 Month
-0.19%
3 Months
+5.15%
6 Months
+5.37%
YTD
+5.15%
1 Year
+11.48%
3 Years (annualized)
+9.89%
5 Years (annualized)
+4.18%
10 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+7.64%
vs Peers
-2.49%

LIRIX Mutual Fund Performance

LIRIX performance across multiple time periods: 1-month -0.19%, YTD 5.15%, 1-year 11.48%, 3-year 9.89%, 5-year 4.18%, 10-year 6.07%.

LIRIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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