LOGSX Mutual Fund

NAV$26.00

Returns Overview

1 Month
+5.96%
3 Months
+5.38%
6 Months
+5.69%
YTD
+5.20%
1 Year
+21.25%
3 Years (annualized)
+8.18%
5 Years (annualized)
+5.70%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGSX 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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+7.57%
vs Peers
-2.37%

LOGSX Mutual Fund Performance

LOGSX performance across multiple time periods: 1-month 5.96%, YTD 5.20%, 1-year 21.25%, 3-year 8.18%, 5-year 5.70%, 10-year 6.92%.

LOGSX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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