LISCX Mutual Fund

LISCX Mutual Fund

NAV$10.10
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Returns Overview

1 Month
+3.30%
3 Months
-0.50%
6 Months
-1.58%
YTD
-1.40%
1 Year
-1.27%
3 Years (annualized)
+3.22%
5 Years (annualized)
-0.67%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISCX 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)
-1.40%
Peer Avg (YTD)
-0.87%
vs Peers
-0.54%

LISCX Mutual Fund Performance

LISCX performance across multiple time periods: 1-month 3.30%, YTD -1.40%, 1-year -1.27%, 3-year 3.22%, 5-year -0.67%, 10-year 0.76%.

LISCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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