LIXRX Mutual Fund

NAV$17.79

Returns Overview

1 Month
+0.80%
3 Months
+5.24%
6 Months
+4.38%
YTD
+4.02%
1 Year
+10.12%
3 Years (annualized)
+9.86%
5 Years (annualized)
+2.88%
10 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIXRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+6.73%
vs Peers
-2.71%

LIXRX Mutual Fund Performance

LIXRX performance across multiple time periods: 1-month 0.80%, YTD 4.02%, 1-year 10.12%, 3-year 9.86%, 5-year 2.88%, 10-year 5.30%.

LIXRX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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