LOMAX Mutual Fund

LOMAX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
+7.88%
3 Months
+3.90%
6 Months
+8.97%
YTD
+19.78%
1 Year
+25.87%
3 Years (annualized)
+20.79%
5 Years (annualized)
+11.33%
10 Years (annualized)
+11.50%

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)
+19.78%
Peer Avg (YTD)
+12.44%
vs Peers
+7.34%

LOMAX Mutual Fund Performance

LOMAX performance across multiple time periods: 1-month 7.88%, YTD 19.78%, 1-year 25.87%, 3-year 20.79%, 5-year 11.33%, 10-year 11.50%.

LOMAX returns outperform the peer average of 12.44% 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.