LOWIX Mutual Fund

LOWIX Mutual Fund

NAV$16.02
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Returns Overview

1 Month
+1.64%
3 Months
+1.42%
6 Months
+5.68%
YTD
+8.84%
1 Year
+13.00%
3 Years (annualized)
+11.73%
5 Years (annualized)
+5.49%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOWIX 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)
+8.84%
Peer Avg (YTD)
+7.17%
vs Peers
+1.67%

LOWIX Mutual Fund Performance

LOWIX performance across multiple time periods: 1-month 1.64%, YTD 8.84%, 1-year 13.00%, 3-year 11.73%, 5-year 5.49%, 10-year 7.68%.

LOWIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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