LOGSX Mutual Fund

LOGSX Mutual Fund

NAV$25.81
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Returns Overview

1 Month
+3.25%
3 Months
+12.14%
6 Months
+6.00%
YTD
+11.33%
1 Year
+29.06%
3 Years (annualized)
+12.20%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.05%

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
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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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+9.65%
vs Peers
+1.69%

LOGSX Mutual Fund Performance

LOGSX performance across multiple time periods: 1-month 3.25%, YTD 11.33%, 1-year 29.06%, 3-year 12.20%, 5-year 7.32%, 10-year 8.05%.

LOGSX returns outperform the peer average of 9.65% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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