LOGOX Mutual Fund

LOGOX Mutual Fund

NAV$41.45
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Returns Overview

1 Month
+2.60%
3 Months
+1.80%
6 Months
+3.67%
YTD
+5.58%
1 Year
+8.52%
3 Years (annualized)
+11.89%
5 Years (annualized)
+6.41%
10 Years (annualized)
+8.42%

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)
+5.58%
Peer Avg (YTD)
+5.30%
vs Peers
+0.28%

LOGOX Mutual Fund Performance

LOGOX performance across multiple time periods: 1-month 2.60%, YTD 5.58%, 1-year 8.52%, 3-year 11.89%, 5-year 6.41%, 10-year 8.42%.

LOGOX returns outperform the peer average of 5.30% 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.