LOISX Mutual Fund

NAV$10.21

Returns Overview

1 Month
+0.70%
3 Months
+2.00%
6 Months
+1.13%
YTD
+1.13%
1 Year
+5.05%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.66%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+1.79%
vs Peers
-0.65%

LOISX Mutual Fund Performance

LOISX performance across multiple time periods: 1-month 0.70%, YTD 1.13%, 1-year 5.05%, 3-year 3.73%, 5-year 0.66%.

LOISX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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