LOTIX Mutual Fund

LOTIX Mutual Fund

NAV$14.38
See how much of LOTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+2.99%
6 Months
+14.90%
YTD
+26.55%
1 Year
+39.71%
3 Years (annualized)
+7.40%
5 Years (annualized)
+9.33%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOTIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays CTA Index
This Mutual Fund (YTD)
+26.55%
Peer Avg (YTD)
+4.75%
vs Peers
+21.80%

LOTIX Mutual Fund Performance

LOTIX performance across multiple time periods: 1-month 2.54%, YTD 26.55%, 1-year 39.71%, 3-year 7.40%, 5-year 9.33%, 10-year 5.23%.

LOTIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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