LOGIX Mutual Fund

NAV$54.90

Returns Overview

1 Month
-1.75%
3 Months
+3.59%
6 Months
+1.10%
YTD
+5.20%
1 Year
+3.88%
3 Years (annualized)
+5.41%
5 Years (annualized)
+8.72%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGIX 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
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+6.09%
vs Peers
-0.89%

LOGIX Mutual Fund Performance

LOGIX performance across multiple time periods: 1-month -1.75%, YTD 5.20%, 1-year 3.88%, 3-year 5.41%, 5-year 8.72%, 10-year 7.70%.

LOGIX returns trail the peer average of 6.09% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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