LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+5.11%
3 Months
+4.88%
6 Months
+10.91%
YTD
+15.28%
1 Year
+28.50%
3 Years (annualized)
+16.39%
5 Years (annualized)
+11.22%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOMAX 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
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📉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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+15.28%
Peer Avg (YTD)
+11.41%
vs Peers
+3.87%

LOMAX Mutual Fund Performance

LOMAX performance across multiple time periods: 1-month 5.11%, YTD 15.28%, 1-year 28.50%, 3-year 16.39%, 5-year 11.22%, 10-year 10.82%.

LOMAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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