LISDX Mutual Fund

LISDX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+0.39%
3 Months
+0.29%
6 Months
-0.39%
YTD
+0.40%
1 Year
+1.37%
3 Years (annualized)
+2.89%
5 Years (annualized)
+1.05%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year Short Municipal Bond Index(^BYSMRMBI)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+0.15%
vs Peers
+0.25%

LISDX Mutual Fund Performance

LISDX performance across multiple time periods: 1-month 0.39%, YTD 0.40%, 1-year 1.37%, 3-year 2.89%, 5-year 1.05%, 10-year 1.37%.

LISDX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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