LOIEX Mutual Fund

LOIEX Mutual Fund

NAV$26.12
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Returns Overview

1 Month
-4.00%
3 Months
+14.64%
6 Months
+16.96%
YTD
+16.09%
1 Year
+18.32%
3 Years (annualized)
+15.84%
5 Years (annualized)
+6.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOIEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+16.09%
Peer Avg (YTD)
+9.16%
vs Peers
+6.93%

LOIEX Mutual Fund Performance

LOIEX performance across multiple time periods: 1-month -4.00%, YTD 16.09%, 1-year 18.32%, 3-year 15.84%, 5-year 6.01%.

LOIEX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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