LISOX Mutual Fund

LISOX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
-1.88%
3 Months
-5.76%
6 Months
+7.90%
YTD
+4.53%
1 Year
+28.47%
3 Years (annualized)
+25.15%
5 Years (annualized)
+13.05%
10 Years (annualized)
+12.92%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+9.29%
vs Peers
-4.76%

LISOX Mutual Fund Performance

LISOX performance across multiple time periods: 1-month -1.88%, YTD 4.53%, 1-year 28.47%, 3-year 25.15%, 5-year 13.05%, 10-year 12.92%.

LISOX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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