LLMRX Mutual Fund

NAV$17.63

Returns Overview

1 Month
-0.02%
3 Months
+11.87%
6 Months
+8.69%
YTD
+8.24%
1 Year
+20.97%
3 Years (annualized)
+15.65%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LLMRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+6.73%
vs Peers
+1.51%

LLMRX Mutual Fund Performance

LLMRX performance across multiple time periods: 1-month -0.02%, YTD 8.24%, 1-year 20.97%, 3-year 15.65%, 5-year 8.52%, 10-year 9.53%.

LLMRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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