LIVIX Mutual Fund

LIVIX Mutual Fund

NAV$32.66
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Returns Overview

1 Month
+2.71%
3 Months
+1.81%
6 Months
+8.87%
YTD
+13.49%
1 Year
+21.78%
3 Years (annualized)
+19.86%
5 Years (annualized)
+10.34%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIVIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+13.49%
Peer Avg (YTD)
+8.76%
vs Peers
+4.73%

LIVIX Mutual Fund Performance

LIVIX performance across multiple time periods: 1-month 2.71%, YTD 13.49%, 1-year 21.78%, 3-year 19.86%, 5-year 10.34%, 10-year 12.11%.

LIVIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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