LUNAX Mutual Fund

LUNAX Mutual Fund

NAV$11.38
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Returns Overview

1 Month
+0.70%
3 Months
-0.43%
6 Months
+0.96%
YTD
+2.40%
1 Year
+5.48%
3 Years (annualized)
+8.96%
5 Years (annualized)
+4.77%

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)
+2.40%
Peer Avg (YTD)
+3.78%
vs Peers
-1.38%

LUNAX Mutual Fund Performance

LUNAX performance across multiple time periods: 1-month 0.70%, YTD 2.40%, 1-year 5.48%, 3-year 8.96%, 5-year 4.77%.

LUNAX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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