LOTAX Mutual Fund

LOTAX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
+2.55%
3 Months
+2.92%
6 Months
+14.82%
YTD
+26.34%
1 Year
+39.38%
3 Years (annualized)
+7.14%
5 Years (annualized)
+9.07%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTAX 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
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📉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
Barclays CTA Index
This Mutual Fund (YTD)
+26.34%
Peer Avg (YTD)
+4.75%
vs Peers
+21.60%

LOTAX Mutual Fund Performance

LOTAX performance across multiple time periods: 1-month 2.55%, YTD 26.34%, 1-year 39.38%, 3-year 7.14%, 5-year 9.07%, 10-year 4.97%.

LOTAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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