LOGBX Mutual Fund

LOGBX Mutual Fund

NAV$40.23
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Returns Overview

1 Month
+3.14%
3 Months
+3.76%
6 Months
-0.29%
YTD
+6.78%
1 Year
+11.73%
3 Years (annualized)
+11.97%
5 Years (annualized)
+6.97%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Balanced Funds Index(^LBF)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+6.28%
vs Peers
+0.50%

LOGBX Mutual Fund Performance

LOGBX performance across multiple time periods: 1-month 3.14%, YTD 6.78%, 1-year 11.73%, 3-year 11.97%, 5-year 6.97%, 10-year 8.18%.

LOGBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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