LOWAX Mutual Fund

LOWAX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
+0.19%
3 Months
-0.45%
6 Months
+1.80%
YTD
+6.44%
1 Year
+7.75%
3 Years (annualized)
+13.48%
5 Years (annualized)
+4.68%
10 Years (annualized)
+7.38%

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
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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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+6.22%
vs Peers
+0.22%

LOWAX Mutual Fund Performance

LOWAX performance across multiple time periods: 1-month 0.19%, YTD 6.44%, 1-year 7.75%, 3-year 13.48%, 5-year 4.68%, 10-year 7.38%.

LOWAX returns outperform the peer average of 6.22% 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.