LONGX Mutual Fund

LONGX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
-3.18%
3 Months
-6.28%
6 Months
+5.42%
YTD
+7.10%
1 Year
+6.89%
3 Years (annualized)
+10.41%
5 Years (annualized)
+4.11%
10 Years (annualized)
-1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LONGX 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)
+7.10%
Peer Avg (YTD)
+5.11%
vs Peers
+1.99%

LONGX Mutual Fund Performance

LONGX performance across multiple time periods: 1-month -3.18%, YTD 7.10%, 1-year 6.89%, 3-year 10.41%, 5-year 4.11%, 10-year -1.09%.

LONGX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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