LNOIX Mutual Fund

NAV$13.60

Returns Overview

1 Month
+0.40%
3 Months
+6.47%
6 Months
+5.75%
YTD
+5.42%
1 Year
+12.02%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.60%
10 Years (annualized)
+5.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LNOIX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+6.73%
vs Peers
-1.30%

LNOIX Mutual Fund Performance

LNOIX performance across multiple time periods: 1-month 0.40%, YTD 5.42%, 1-year 12.02%, 3-year 9.79%, 5-year 4.60%, 10-year 5.73%.

LNOIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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