LOGBX Mutual Fund

LOGBX Mutual Fund

NAV$41.47
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Returns Overview

1 Month
+4.46%
3 Months
+1.76%
6 Months
+1.12%
YTD
+3.54%
1 Year
+10.60%
3 Years (annualized)
+9.28%
5 Years (annualized)
+4.91%
10 Years (annualized)
+7.09%

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
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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
Lipper Balanced Funds Index(^LBF)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+5.54%
vs Peers
-2.00%

LOGBX Mutual Fund Performance

LOGBX performance across multiple time periods: 1-month 4.46%, YTD 3.54%, 1-year 10.60%, 3-year 9.28%, 5-year 4.91%, 10-year 7.09%.

LOGBX returns trail the peer average of 5.54% 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.