LLLRX Mutual Fund

LLLRX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
-0.71%
3 Months
+4.02%
6 Months
+6.98%
YTD
+8.77%
1 Year
+17.85%
3 Years (annualized)
+14.95%
5 Years (annualized)
+8.76%
10 Years (annualized)
+9.40%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+6.57%
vs Peers
+2.20%

LLLRX Mutual Fund Performance

LLLRX performance across multiple time periods: 1-month -0.71%, YTD 8.77%, 1-year 17.85%, 3-year 14.95%, 5-year 8.76%, 10-year 9.40%.

LLLRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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