LOGBX Mutual Fund

NAV$40.36

Returns Overview

1 Month
-3.69%
3 Months
+0.39%
6 Months
-0.65%
YTD
-0.88%
1 Year
+6.73%
3 Years (annualized)
+6.91%
5 Years (annualized)
+4.21%
10 Years (annualized)
+6.98%

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
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
Lipper Balanced Funds Index(^LBF)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+5.87%
vs Peers
-6.75%

LOGBX Mutual Fund Performance

LOGBX performance across multiple time periods: 1-month -3.69%, YTD -0.88%, 1-year 6.73%, 3-year 6.91%, 5-year 4.21%, 10-year 6.98%.

LOGBX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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