LIXVX Mutual Fund

LIXVX Mutual Fund

NAV$17.58
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Returns Overview

1 Month
-1.17%
3 Months
+0.89%
6 Months
+2.02%
YTD
+3.12%
1 Year
+8.94%
3 Years (annualized)
+9.57%
5 Years (annualized)
+3.15%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIXVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.12%
Peer Avg (YTD)
+6.57%
vs Peers
-3.45%

LIXVX Mutual Fund Performance

LIXVX performance across multiple time periods: 1-month -1.17%, YTD 3.12%, 1-year 8.94%, 3-year 9.57%, 5-year 3.15%, 10-year 5.51%.

LIXVX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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