LIRIX Mutual Fund

LIRIX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
+1.30%
3 Months
+0.42%
6 Months
+2.77%
YTD
+5.80%
1 Year
+9.84%
3 Years (annualized)
+10.21%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.89%

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
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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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+8.76%
vs Peers
-2.96%

LIRIX Mutual Fund Performance

LIRIX performance across multiple time periods: 1-month 1.30%, YTD 5.80%, 1-year 9.84%, 3-year 10.21%, 5-year 3.90%, 10-year 5.89%.

LIRIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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