LOGVX Mutual Fund

LOGVX Mutual Fund

NAV$2.29
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Returns Overview

1 Month
+0.48%
3 Months
-0.69%
6 Months
-2.19%
YTD
-1.00%
1 Year
+2.70%
3 Years (annualized)
+4.86%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOGVX 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 Index(SPX)
This Mutual Fund (YTD)
-1.00%
Peer Avg (YTD)
+2.15%
vs Peers
-3.15%

LOGVX Mutual Fund Performance

LOGVX performance across multiple time periods: 1-month 0.48%, YTD -1.00%, 1-year 2.70%, 3-year 4.86%, 10-year 2.92%.

LOGVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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