LONAX Mutual Fund

LONAX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-3.14%
3 Months
-6.26%
6 Months
+5.32%
YTD
+6.94%
1 Year
+6.65%
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)
+6.94%
Peer Avg (YTD)
+5.11%
vs Peers
+1.82%

LONAX Mutual Fund Performance

LONAX performance across multiple time periods: 1-month -3.14%, YTD 6.94%, 1-year 6.65%, 3-year 10.11%, 5-year 3.83%, 10-year 13.37%.

LONAX returns outperform the peer average of 5.11% 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.