LIVAX Mutual Fund

LIVAX Mutual Fund

NAV$32.62
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.19%
3 Months
+13.56%
6 Months
+11.97%
YTD
+11.15%
1 Year
+23.90%
3 Years (annualized)
+19.02%
5 Years (annualized)
+10.29%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIVAX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+7.64%
vs Peers
+3.51%

LIVAX Mutual Fund Performance

LIVAX performance across multiple time periods: 1-month -0.19%, YTD 11.15%, 1-year 23.90%, 3-year 19.02%, 5-year 10.29%, 10-year 12.02%.

LIVAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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