LONYX Mutual Fund

LONYX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
-1.84%
3 Months
-0.40%
6 Months
+0.16%
YTD
+0.35%
1 Year
+6.82%
3 Years (annualized)
+2.49%
5 Years (annualized)
-0.51%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LONYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.23%
vs Peers
+0.12%

LONYX Mutual Fund Performance

LONYX performance across multiple time periods: 1-month -1.84%, YTD 0.35%, 1-year 6.82%, 3-year 2.49%, 5-year -0.51%, 10-year 1.79%.

LONYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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