LISMX Mutual Fund

LISMX Mutual Fund

NAV$9.22
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Returns Overview

3 Months
+0.11%
6 Months
+0.87%
YTD
+0.87%
1 Year
+2.33%
3 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISMX 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
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📉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)
+0.87%
Peer Avg (YTD)
+2.93%
vs Peers
-2.06%

LISMX Mutual Fund Performance

LISMX performance across multiple time periods: YTD 0.87%, 1-year 2.33%, 3-year 3.32%.

LISMX returns trail the peer average of 2.93% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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