LOGRX Mutual Fund

LOGRX Mutual Fund

NAV$50.04
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Returns Overview

3 Months
+1.40%
6 Months
-2.59%
YTD
-2.59%
1 Year
-3.58%
3 Years (annualized)
+2.63%
5 Years (annualized)
+6.86%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
-2.59%
Peer Avg (YTD)
+6.09%
vs Peers
-8.67%

LOGRX Mutual Fund Performance

LOGRX performance across multiple time periods: YTD -2.59%, 1-year -3.58%, 3-year 2.63%, 5-year 6.86%, 10-year 6.63%.

LOGRX returns trail the peer average of 6.09% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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