LISOX Mutual Fund

NAV$15.12

Returns Overview

1 Month
+0.20%
3 Months
+14.49%
6 Months
+12.09%
YTD
+10.92%
1 Year
+15.66%
3 Years (annualized)
+12.35%
5 Years (annualized)
+5.32%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LISOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+9.13%
vs Peers
+1.79%

LISOX Mutual Fund Performance

LISOX performance across multiple time periods: 1-month 0.20%, YTD 10.92%, 1-year 15.66%, 3-year 12.35%, 5-year 5.32%, 10-year 7.37%.

LISOX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

LISOX performance comparison shows side-by-side returns with another fund. LISOX alternatives are available in the Mutual Fund Screener.