LONAX Mutual Fund

NAV$16.98

Returns Overview

1 Month
+5.17%
3 Months
+12.35%
6 Months
+14.69%
YTD
+14.08%
1 Year
+17.85%
3 Years (annualized)
+11.31%
5 Years (annualized)
+5.08%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LONAX 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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+14.08%
Peer Avg (YTD)
+3.78%
vs Peers
+10.30%

LONAX Mutual Fund Performance

LONAX performance across multiple time periods: 1-month 5.17%, YTD 14.08%, 1-year 17.85%, 3-year 11.31%, 5-year 5.08%, 10-year 13.07%.

LONAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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