LONAX Mutual Fund

LONAX Mutual Fund

NAV$16.14
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Returns Overview

1 Month
-1.78%
3 Months
+1.78%
6 Months
+4.55%
YTD
+10.41%
1 Year
+10.78%
3 Years (annualized)
+10.11%
5 Years (annualized)
+3.83%
10 Years (annualized)
+13.37%

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
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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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+6.23%
vs Peers
+4.18%

LONAX Mutual Fund Performance

LONAX performance across multiple time periods: 1-month -1.78%, YTD 10.41%, 1-year 10.78%, 3-year 10.11%, 5-year 3.83%, 10-year 13.37%.

LONAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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