LOWAX Mutual Fund

NAV$16.28

Returns Overview

1 Month
+0.63%
3 Months
+9.35%
6 Months
+8.33%
YTD
+7.90%
1 Year
+15.79%
3 Years (annualized)
+11.34%
5 Years (annualized)
+5.66%
10 Years (annualized)
+7.64%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+6.73%
vs Peers
+1.17%

LOWAX Mutual Fund Performance

LOWAX performance across multiple time periods: 1-month 0.63%, YTD 7.90%, 1-year 15.79%, 3-year 11.34%, 5-year 5.66%, 10-year 7.64%.

LOWAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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