LIXSX Mutual Fund

LIXSX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
+0.88%
3 Months
+5.31%
6 Months
+4.51%
YTD
+4.15%
1 Year
+10.40%
3 Years (annualized)
+10.16%
5 Years (annualized)
+3.13%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIXSX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.15%
Peer Avg (YTD)
+6.73%
vs Peers
-2.58%

LIXSX Mutual Fund Performance

LIXSX performance across multiple time periods: 1-month 0.88%, YTD 4.15%, 1-year 10.40%, 3-year 10.16%, 5-year 3.13%, 10-year 5.35%.

LIXSX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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