LIVKX Mutual Fund

LIVKX Mutual Fund

NAV$31.65
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Returns Overview

1 Month
-1.28%
3 Months
-0.25%
6 Months
+3.29%
YTD
+10.29%
1 Year
+12.39%
3 Years (annualized)
+21.76%
5 Years (annualized)
+9.56%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIVKX 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
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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)
+10.29%
Peer Avg (YTD)
+6.70%
vs Peers
+3.59%

LIVKX Mutual Fund Performance

LIVKX performance across multiple time periods: 1-month -1.28%, YTD 10.29%, 1-year 12.39%, 3-year 21.76%, 5-year 9.56%, 10-year 12.09%.

LIVKX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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