LIRRX Mutual Fund

LIRRX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
+3.74%
3 Months
+8.77%
6 Months
+10.15%
YTD
+16.24%
1 Year
+33.35%
3 Years (annualized)
+20.11%
5 Years (annualized)
+11.95%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIRRX 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 EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+16.24%
Peer Avg (YTD)
+11.12%
vs Peers
+5.12%

LIRRX Mutual Fund Performance

LIRRX performance across multiple time periods: 1-month 3.74%, YTD 16.24%, 1-year 33.35%, 3-year 20.11%, 5-year 11.95%, 10-year 8.97%.

LIRRX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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