LIXVX Mutual Fund

NAV$17.75

Returns Overview

1 Month
+0.91%
3 Months
+5.45%
6 Months
+4.71%
YTD
+4.35%
1 Year
+10.78%
3 Years (annualized)
+10.48%
5 Years (annualized)
+3.43%
10 Years (annualized)
+5.87%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.73%
vs Peers
-2.38%

LIXVX Mutual Fund Performance

LIXVX performance across multiple time periods: 1-month 0.91%, YTD 4.35%, 1-year 10.78%, 3-year 10.48%, 5-year 3.43%, 10-year 5.87%.

LIXVX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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