LISAX Mutual Fund

LISAX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-3.66%
3 Months
-5.35%
6 Months
-3.49%
YTD
-4.24%
1 Year
-3.03%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISAX 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
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
-4.24%
Peer Avg (YTD)
-3.84%
vs Peers
-0.40%

LISAX Mutual Fund Performance

LISAX performance across multiple time periods: 1-month -3.66%, YTD -4.24%, 1-year -3.03%, 3-year 3.15%, 5-year 0.04%, 10-year 1.52%.

LISAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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