LOWAX Mutual Fund

LOWAX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-0.95%
3 Months
+2.26%
6 Months
+5.25%
YTD
+6.87%
1 Year
+13.60%
3 Years (annualized)
+10.85%
5 Years (annualized)
+5.68%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOWAX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+6.57%
vs Peers
+0.30%

LOWAX Mutual Fund Performance

LOWAX performance across multiple time periods: 1-month -0.95%, YTD 6.87%, 1-year 13.60%, 3-year 10.85%, 5-year 5.68%, 10-year 7.33%.

LOWAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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