LUNAX Mutual Fund

LUNAX Mutual Fund

NAV$11.67
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Returns Overview

1 Month
+1.47%
3 Months
+6.81%
6 Months
+4.63%
YTD
+4.35%
1 Year
+9.70%
3 Years (annualized)
+9.78%
5 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LUNAX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+4.14%
vs Peers
+0.21%

LUNAX Mutual Fund Performance

LUNAX performance across multiple time periods: 1-month 1.47%, YTD 4.35%, 1-year 9.70%, 3-year 9.78%, 5-year 5.47%.

LUNAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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