LOGSX Mutual Fund

LOGSX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
+2.49%
3 Months
+9.72%
6 Months
+6.34%
YTD
+7.82%
1 Year
+29.34%
3 Years (annualized)
+10.82%
5 Years (annualized)
+6.90%
10 Years (annualized)
+7.38%

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
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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)
+7.82%
Peer Avg (YTD)
+6.74%
vs Peers
+1.08%

LOGSX Mutual Fund Performance

LOGSX performance across multiple time periods: 1-month 2.49%, YTD 7.82%, 1-year 29.34%, 3-year 10.82%, 5-year 6.90%, 10-year 7.38%.

LOGSX returns outperform the peer average of 6.74% 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.