LOMAX Mutual Fund

NAV$18.72

Returns Overview

1 Month
+0.85%
3 Months
+3.49%
6 Months
+10.56%
YTD
+9.67%
1 Year
+21.85%
3 Years (annualized)
+15.38%
5 Years (annualized)
+9.92%
10 Years (annualized)
+10.37%

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
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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.49%
vs Peers
+0.18%

LOMAX Mutual Fund Performance

LOMAX performance across multiple time periods: 1-month 0.85%, YTD 9.67%, 1-year 21.85%, 3-year 15.38%, 5-year 9.92%, 10-year 10.37%.

LOMAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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