LLLRX Mutual Fund

NAV$18.84

Returns Overview

1 Month
-0.08%
3 Months
+13.92%
6 Months
+10.03%
YTD
+9.54%
1 Year
+23.96%
3 Years (annualized)
+17.57%
5 Years (annualized)
+9.77%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLLRX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+6.73%
vs Peers
+2.81%

LLLRX Mutual Fund Performance

LLLRX performance across multiple time periods: 1-month -0.08%, YTD 9.54%, 1-year 23.96%, 3-year 17.57%, 5-year 9.77%, 10-year 10.53%.

LLLRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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