LOGOX Mutual Fund

LOGOX Mutual Fund

NAV$41.06
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Returns Overview

1 Month
+4.50%
3 Months
+1.83%
6 Months
+1.24%
YTD
+3.71%
1 Year
+10.89%
3 Years (annualized)
+9.57%
5 Years (annualized)
+6.17%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGOX 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)
+3.71%
Peer Avg (YTD)
+5.54%
vs Peers
-1.83%

LOGOX Mutual Fund Performance

LOGOX performance across multiple time periods: 1-month 4.50%, YTD 3.71%, 1-year 10.89%, 3-year 9.57%, 5-year 6.17%, 10-year 7.09%.

LOGOX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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