LOWCX Mutual Fund

LOWCX Mutual Fund

NAV$15.58
See how much of LOWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
+2.10%
6 Months
+4.89%
YTD
+6.42%
1 Year
+12.78%
3 Years (annualized)
+9.32%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOWCX 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)
+6.42%
Peer Avg (YTD)
+6.57%
vs Peers
-0.15%

LOWCX Mutual Fund Performance

LOWCX performance across multiple time periods: 1-month -0.97%, YTD 6.42%, 1-year 12.78%, 3-year 9.32%, 5-year 4.46%, 10-year 6.44%.

LOWCX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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