LOISX Mutual Fund

LOISX Mutual Fund

NAV$10.13
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Returns Overview

1 Month
-1.72%
3 Months
-0.94%
6 Months
-1.37%
YTD
+0.31%
1 Year
+4.93%
3 Years (annualized)
+3.01%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOISX 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
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+0.23%
vs Peers
+0.08%

LOISX Mutual Fund Performance

LOISX performance across multiple time periods: 1-month -1.72%, YTD 0.31%, 1-year 4.93%, 3-year 3.01%, 5-year 0.15%, 10-year 1.97%.

LOISX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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