LISDX Mutual Fund

LISDX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-0.48%
3 Months
+0.15%
6 Months
-0.38%
YTD
+0.01%
1 Year
+2.49%
3 Years (annualized)
+3.22%
5 Years (annualized)
+1.28%
10 Years (annualized)
+1.50%

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)
+0.01%
Peer Avg (YTD)
+0.23%
vs Peers
-0.22%

LISDX Mutual Fund Performance

LISDX performance across multiple time periods: 1-month -0.48%, YTD 0.01%, 1-year 2.49%, 3-year 3.22%, 5-year 1.28%, 10-year 1.50%.

LISDX returns trail the peer average of 0.23% 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.