LOTIX Mutual Fund

LOTIX Mutual Fund

NAV$14.05
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Returns Overview

1 Month
+1.47%
3 Months
+2.08%
6 Months
+16.22%
YTD
+23.41%
1 Year
+39.19%
3 Years (annualized)
+6.56%
5 Years (annualized)
+8.94%
10 Years (annualized)
+4.70%

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
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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)
+23.41%
Peer Avg (YTD)
+2.39%
vs Peers
+21.02%

LOTIX Mutual Fund Performance

LOTIX performance across multiple time periods: 1-month 1.47%, YTD 23.41%, 1-year 39.19%, 3-year 6.56%, 5-year 8.94%, 10-year 4.70%.

LOTIX returns outperform the peer average of 2.39% 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.